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 | $345,136 | $183,519+88.1% | $155,509+121.9% | $145,922+136.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.46% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.8pp |
| Employer contribution / active EE | $9,415 | $5,313+77.2% | $4,672+101.5% | $4,660+102.1% |
| Participant deferral / active EE | $6,617 | $6,462+2.4% | $5,626+17.6% | $6,688-1.1% |
| Admin fee / account holder | $177 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |