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 | $350,355 | $109,327+220.5% | $89,391+291.9% | $158,922+120.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 21.18% | 345.68%-324.5pp | 245.62%-224.4pp | 302.83%-281.7pp |
| Employer contribution / active EE | $37,091 | $3,170+1070.2% | $2,586+1334.5% | $4,761+679.0% |
| Participant deferral / active EE | $17,911 | $4,598+289.5% | $3,890+360.5% | $5,982+199.4% |
| Admin fee / account holder | $60 | $6,153-99.0% | $4,881-98.8% | $11,246-99.5% |