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 | $283,206 | $98,750+186.8% | $149,696+89.2% | $79,858+254.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.82% | 27.43%-8.6pp | 276.60%-257.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $3,504 | $3,216+8.9% | $4,644-24.5% | $2,471+41.8% |
| Participant deferral / active EE | $8,765 | $5,680+54.3% | $6,842+28.1% | $3,740+134.4% |
| Admin fee / account holder | $39 | $6,053-99.4% | $9,309-99.6% | $5,306-99.3% |