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 | $419,073 | $83,337+402.9% | $67,834+517.8% | $273,961+53.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.92% | 259.45%-251.5pp | 138.47%-130.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,503 | $3,287-23.9% | $2,403+4.1% | $4,869-48.6% |
| Participant deferral / active EE | $15,445 | $4,088+277.8% | $3,160+388.8% | $5,287+192.1% |
| Admin fee / account holder | $50 | $6,752-99.3% | $4,622-98.9% | $10,132-99.5% |