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 5-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 | $264,439 | $107,452+146.1% | $91,541+188.9% | $142,382+85.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.59% | 22.06%-7.5pp | 20.50%-5.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $5,550 | $2,994+85.4% | $2,505+121.6% | $4,299+29.1% |
| Participant deferral / active EE | $5,550 | $4,754+16.7% | $4,008+38.5% | $6,507-14.7% |
| Admin fee / account holder | $48 | $8,834-99.5% | $6,956-99.3% | $12,624-99.6% |