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 | $275,930 | $127,386+116.6% | $115,037+139.9% | $125,391+120.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 77.00% | 31.28%+45.7pp | 26.14%+50.9pp | 282.22%-205.2pp |
| Employer contribution / active EE | $5,572 | $5,166+7.9% | $4,608+20.9% | $4,866+14.5% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $294 | $9,516-96.9% | $8,175-96.4% | $9,540-96.9% |