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 | $362,805 | $74,888+384.5% | $71,209+409.5% | $142,382+154.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.80% | 345.14%-325.3pp | 282.51%-262.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $6,590 | $2,854+130.9% | $2,721+142.2% | $4,299+53.3% |
| Participant deferral / active EE | $16,055 | $4,454+260.4% | $4,175+284.5% | $6,507+146.7% |
| Admin fee / account holder | $172 | $5,568-96.9% | $5,349-96.8% | $12,624-98.6% |