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 | $311,595 | $168,632+84.8% | $147,614+111.1% | $125,391+148.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.96% | 77.65%-76.7pp | 61.98%-61.0pp | 282.22%-281.3pp |
| Employer contribution / active EE | $5,596 | $6,252-10.5% | $5,564+0.6% | $4,866+15.0% |
| Participant deferral / active EE | $6,176 | $5,507+12.2% | $4,895+26.2% | $5,352+15.4% |
| Admin fee / account holder | $6 | $13,580-100.0% | $11,611-100.0% | $9,540-99.9% |