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 | $406,368 | $214,378+89.6% | $200,582+102.6% | $142,382+185.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.90% | 46.41%-29.5pp | 42.33%-25.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $6,642 | $6,841-2.9% | $6,419+3.5% | $4,299+54.5% |
| Participant deferral / active EE | $15,462 | $9,865+56.7% | $9,331+65.7% | $6,507+137.6% |
| Admin fee / account holder | $197 | $17,692-98.9% | $16,305-98.8% | $12,624-98.4% |