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 | $441,838 | $185,822+137.8% | $169,993+159.9% | $139,434+216.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.09% | 60.50%-36.4pp | 53.37%-29.3pp | 372.94%-348.9pp |
| Employer contribution / active EE | $13,452 | $7,590+77.2% | $6,785+98.3% | $4,751+183.2% |
| Participant deferral / active EE | $16,121 | $11,622+38.7% | $10,408+54.9% | $6,710+140.3% |
| Admin fee / account holder | $20 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |