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 | $385,929 | $154,117+150.4% | $129,995+196.9% | $139,434+176.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 35.85% | 32.48%+3.4pp | -137.18%+173.0pp | 372.94%-337.1pp |
| Employer contribution / active EE | $15,000 | $5,289+183.6% | $4,320+247.3% | $4,751+215.7% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,820-100.0% | $6,710-100.0% |
| Admin fee / account holder | $258 | $14,007-98.2% | $10,614-97.6% | $11,403-97.7% |