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 | $291,624 | $98,750+195.3% | $149,696+94.8% | $79,858+265.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.91% | 27.43%-11.5pp | 276.60%-260.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $12,881 | $3,216+300.5% | $4,644+177.4% | $2,471+421.3% |
| Participant deferral / active EE | $10,558 | $5,680+85.9% | $6,842+54.3% | $3,740+182.3% |
| Admin fee / account holder | $20 | $6,053-99.7% | $9,309-99.8% | $5,306-99.6% |