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 | $385,795 | $210,648+83.1% | $177,989+116.8% | $145,922+164.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.04% | 385.86%-367.8pp | 294.48%-276.4pp | 561.29%-543.2pp |
| Employer contribution / active EE | $1,602 | $4,565-64.9% | $3,949-59.4% | $4,660-65.6% |
| Participant deferral / active EE | $10,003 | $6,958+43.8% | $6,276+59.4% | $6,688+49.6% |
| Admin fee / account holder | $276 | $12,013-97.7% | $10,363-97.3% | $13,397-97.9% |