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 | $284,898 | $115,882+145.9% | $100,516+183.4% | $158,922+79.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 21.63% | 34.79%-13.2pp | 30.89%-9.3pp | 302.83%-281.2pp |
| Employer contribution / active EE | $26,096 | $4,103+536.0% | $3,418+663.6% | $4,761+448.1% |
| Participant deferral / active EE | $17,868 | $6,674+167.7% | $6,270+185.0% | $5,982+198.7% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |