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 | $334,759 | $154,117+117.2% | $129,995+157.5% | $139,434+140.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 22.28% | 32.48%-10.2pp | -137.18%+159.5pp | 372.94%-350.7pp |
| Employer contribution / active EE | $4,938 | $5,289-6.6% | $4,320+14.3% | $4,751+3.9% |
| Participant deferral / active EE | $21,612 | $6,710+222.1% | $5,820+271.3% | $6,710+222.1% |
| Admin fee / account holder | $36 | $14,007-99.7% | $10,614-99.7% | $11,403-99.7% |