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 | $272,549 | $185,822+46.7% | $169,993+60.3% | $139,434+95.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.11% | 60.50%-39.4pp | 53.37%-32.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $3,645 | $7,590-52.0% | $6,785-46.3% | $4,751-23.3% |
| Participant deferral / active EE | $30,000 | $11,622+158.1% | $10,408+188.3% | $6,710+347.1% |
| Admin fee / account holder | $69 | $15,381-99.5% | $12,815-99.5% | $11,403-99.4% |