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 | $357,697 | $179,726+99.0% | $156,263+128.9% | $142,382+151.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.44% | 77.86%-57.4pp | 59.47%-39.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $28,293 | $5,069+458.1% | $4,333+552.9% | $4,299+558.1% |
| Participant deferral / active EE | $16,938 | $6,956+143.5% | $6,158+175.0% | $6,507+160.3% |
| Admin fee / account holder | $11 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |