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 | $356,073 | $201,272+76.9% | $184,203+93.3% | $145,922+144.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.03% | 29.00%-9.0pp | 28.81%-8.8pp | 561.29%-541.3pp |
| Employer contribution / active EE | $50,524 | $7,022+619.5% | $6,427+686.1% | $4,660+984.3% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,131-100.0% | $6,688-100.0% |
| Admin fee / account holder | $79 | $16,364-99.5% | $13,901-99.4% | $13,397-99.4% |