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 | $264,625 | $96,635+173.8% | $86,612+205.5% | $139,434+89.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.14% | 106.41%-90.3pp | 591.07%-574.9pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,136 | $3,263-34.5% | $3,022-29.3% | $4,751-55.0% |
| Participant deferral / active EE | $5,179 | $4,836+7.1% | $4,438+16.7% | $6,710-22.8% |
| Admin fee / account holder | $245 | $6,408-96.2% | $5,614-95.6% | $11,403-97.9% |