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 | $253,248 | $98,240+157.8% | $82,313+207.7% | $147,584+71.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.31% | 30.85%-14.5pp | 25.88%-9.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $7,428 | $3,192+132.7% | $2,428+205.9% | $4,876+52.3% |
| Participant deferral / active EE | $10,957 | $4,383+150.0% | $3,706+195.6% | $5,439+101.5% |
| Admin fee / account holder | $89 | $8,563-99.0% | $5,608-98.4% | $10,885-99.2% |