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 | $439,917 | $115,770+280.0% | $101,248+334.5% | $158,922+176.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.33% | 56.14%-31.8pp | 46.47%-22.1pp | 302.83%-278.5pp |
| Employer contribution / active EE | $10,268 | $4,175+146.0% | $3,660+180.6% | $4,761+115.7% |
| Participant deferral / active EE | $12,390 | $4,957+149.9% | $4,370+183.5% | $5,982+107.1% |
| Admin fee / account holder | $118 | $7,245-98.4% | $5,945-98.0% | $11,246-98.9% |