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 | $440,110 | $115,770+280.2% | $101,248+334.7% | $158,922+176.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.86% | 56.14%-40.3pp | 46.47%-30.6pp | 302.83%-287.0pp |
| Employer contribution / active EE | $8,062 | $4,175+93.1% | $3,660+120.3% | $4,761+69.3% |
| Participant deferral / active EE | $9,324 | $4,957+88.1% | $4,370+113.4% | $5,982+55.9% |
| Admin fee / account holder | $6 | $7,245-99.9% | $5,945-99.9% | $11,246-100.0% |