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 | $387,349 | $214,378+80.7% | $200,582+93.1% | $142,382+172.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 28.37% | 46.41%-18.0pp | 42.33%-14.0pp | 217.08%-188.7pp |
| Employer contribution / active EE | $36,366 | $6,841+431.6% | $6,419+466.6% | $4,299+745.9% |
| Participant deferral / active EE | $13,413 | $9,865+36.0% | $9,331+43.7% | $6,507+106.1% |
| Admin fee / account holder | $147 | $17,692-99.2% | $16,305-99.1% | $12,624-98.8% |