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 | $270,138 | $85,766+215.0% | $136,294+98.2% | $70,131+285.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.20% | 31.45%-13.3pp | 5155.94%-5137.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $10,193 | $2,966+243.6% | $4,695+117.1% | $2,342+335.1% |
| Participant deferral / active EE | $9,348 | $5,051+85.1% | $6,247+49.6% | $3,332+180.6% |
| Admin fee / account holder | $184 | $5,420-96.6% | $9,243-98.0% | $4,645-96.0% |