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 | $311,517 | $176,812+76.2% | $146,665+112.4% | $167,490+86.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.28% | 24.03%-10.8pp | 22.74%-9.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $6,387 | $5,160+23.8% | $4,136+54.4% | $4,837+32.0% |
| Participant deferral / active EE | $3,918 | $6,440-39.2% | $5,506-28.8% | $6,341-38.2% |
| Admin fee / account holder | $125 | $13,259-99.1% | $10,280-98.8% | $12,309-99.0% |