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 | $293,369 | $154,117+90.4% | $129,995+125.7% | $139,434+110.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 25.01% | 32.48%-7.5pp | -137.18%+162.2pp | 372.94%-347.9pp |
| Employer contribution / active EE | $6,750 | $5,289+27.6% | $4,320+56.3% | $4,751+42.1% |
| Participant deferral / active EE | $15,750 | $6,710+134.7% | $5,820+170.6% | $6,710+134.7% |
| Admin fee / account holder | $20 | $14,007-99.9% | $10,614-99.8% | $11,403-99.8% |