See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,318 | $137,414+152.8% | $189,513+83.3% | $85,850+304.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 17.79% | 38.14%-20.4pp | 555.15%-537.4pp | 318.53%-300.7pp |
| Employer contribution / active EE | $17,185 | $4,344+295.6% | $6,162+178.9% | $2,565+570.0% |
| Participant deferral / active EE | $17,485 | $6,260+179.3% | $8,221+112.7% | $3,952+342.5% |
| Admin fee / account holder | $9 | $8,630-99.9% | $12,045-99.9% | $6,260-99.9% |