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 | $267,779 | $112,096+138.9% | $95,952+179.1% | $158,922+68.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.50% | 171.09%-162.6pp | 91.61%-83.1pp | 302.83%-294.3pp |
| Employer contribution / active EE | $11,381 | $3,198+255.9% | $2,541+347.9% | $4,761+139.0% |
| Participant deferral / active EE | $13,797 | $4,784+188.4% | $4,167+231.1% | $5,982+130.6% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |