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 | $352,486 | $118,450+197.6% | $98,439+258.1% | $139,434+152.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.94% | 18.94%-4.0pp | 21.16%-6.2pp | 372.94%-358.0pp |
| Employer contribution / active EE | $3,336 | $3,609-7.6% | $3,048+9.5% | $4,751-29.8% |
| Participant deferral / active EE | $20,225 | $5,392+275.1% | $4,738+326.9% | $6,710+201.4% |
| Admin fee / account holder | $50 | $14,026-99.6% | $8,948-99.4% | $11,403-99.6% |