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 | $303,893 | $74,888+305.8% | $71,209+326.8% | $142,382+113.4% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 19.09% | 345.14%-326.1pp | 282.51%-263.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,545 | $2,854-45.9% | $2,721-43.2% | $4,299-64.1% |
| Participant deferral / active EE | $10,029 | $4,454+125.1% | $4,175+140.2% | $6,507+54.1% |
| Admin fee / account holder | $20 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |