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 | $302,046 | $78,705+283.8% | $117,854+156.3% | $70,131+330.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 17.98% | 23.30%-5.3pp | 335.08%-317.1pp | 73.14%-55.2pp |
| Employer contribution / active EE | $5,509 | $2,223+147.8% | $3,786+45.5% | $2,342+135.2% |
| Participant deferral / active EE | $13,002 | $3,297+294.3% | $4,482+190.1% | $3,332+290.3% |
| Admin fee / account holder | $258 | $5,065-94.9% | $8,020-96.8% | $4,645-94.4% |