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 | $354,876 | $70,756+401.6% | $65,493+441.9% | $142,382+149.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.37% | 1754.89%-1737.5pp | 982.45%-965.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $6,776 | $2,881+135.2% | $2,574+163.2% | $4,299+57.6% |
| Participant deferral / active EE | $28,320 | $4,637+510.7% | $3,961+615.0% | $6,507+335.2% |
| Admin fee / account holder | $21 | $6,559-99.7% | $5,028-99.6% | $12,624-99.8% |