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 | $349,526 | $152,587+129.1% | $125,175+179.2% | $152,861+128.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.94% | 54.84%-32.9pp | 43.79%-21.8pp | 345.32%-323.4pp |
| Employer contribution / active EE | $3,025 | $4,946-38.8% | $3,865-21.7% | $4,762-36.5% |
| Participant deferral / active EE | $11,734 | $5,868+100.0% | $4,937+137.7% | $5,850+100.6% |
| Admin fee / account holder | $16 | $13,434-99.9% | $9,702-99.8% | $11,596-99.9% |