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 | $296,131 | $104,251+184.1% | $91,001+225.4% | $147,584+100.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 17.27% | 27.06%-9.8pp | 4.60%+12.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $11,938 | $3,116+283.2% | $2,456+386.2% | $4,876+144.8% |
| Participant deferral / active EE | $14,232 | $4,195+239.3% | $3,547+301.2% | $5,439+161.7% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |