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 | $276,380 | $165,335+67.2% | $149,696+84.6% | $158,922+73.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.04% | 348.15%-339.1pp | 276.60%-267.6pp | 302.83%-293.8pp |
| Employer contribution / active EE | $1,077 | $5,103-78.9% | $4,644-76.8% | $4,761-77.4% |
| Participant deferral / active EE | $7,773 | $7,181+8.2% | $6,842+13.6% | $5,982+29.9% |
| Admin fee / account holder | $93 | $10,807-99.1% | $9,309-99.0% | $11,246-99.2% |