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 | $280,813 | $76,000+269.5% | $154,107+82.2% | $64,186+337.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 13.75% | 30.32%-16.6pp | 735.12%-721.4pp | 7.63%+6.1pp |
| Employer contribution / active EE | $8,678 | $3,351+159.0% | $5,298+63.8% | $2,381+264.5% |
| Participant deferral / active EE | $6,750 | $3,175+112.6% | $5,081+32.9% | $3,470+94.6% |
| Admin fee / account holder | $172 | $5,596-96.9% | $13,411-98.7% | $4,888-96.5% |