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 | $253,518 | $74,888+238.5% | $71,209+256.0% | $142,382+78.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.00% | 345.14%-324.1pp | 282.51%-261.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,400 | $2,854-15.9% | $2,721-11.8% | $4,299-44.2% |
| Participant deferral / active EE | $18,531 | $4,454+316.0% | $4,175+343.8% | $6,507+184.8% |
| Admin fee / account holder | $60 | $5,568-98.9% | $5,349-98.9% | $12,624-99.5% |