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 | $365,041 | $101,069+261.2% | $81,478+348.0% | $147,584+147.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 22.04% | 32.40%-10.4pp | 38.78%-16.7pp | 578.55%-556.5pp |
| Employer contribution / active EE | $3,431 | $3,205+7.0% | $2,568+33.6% | $4,876-29.6% |
| Participant deferral / active EE | $16,497 | $4,242+288.9% | $3,537+366.5% | $5,439+203.3% |
| Admin fee / account holder | $50 | $5,812-99.1% | $4,561-98.9% | $10,885-99.5% |