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 | $326,630 | $165,335+97.6% | $149,696+118.2% | $158,922+105.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.36% | 348.15%-334.8pp | 276.60%-263.2pp | 302.83%-289.5pp |
| Employer contribution / active EE | $12,180 | $5,103+138.7% | $4,644+162.3% | $4,761+155.8% |
| Participant deferral / active EE | $14,383 | $7,181+100.3% | $6,842+110.2% | $5,982+140.4% |
| Admin fee / account holder | $101 | $10,807-99.1% | $9,309-98.9% | $11,246-99.1% |