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 | $352,869 | $94,338+274.0% | $100,534+251.0% | $142,382+147.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 18.55% | 29.20%-10.7pp | 32.66%-14.1pp | 217.08%-198.5pp |
| Employer contribution / active EE | $26,200 | $4,237+518.4% | $4,346+502.8% | $4,299+509.4% |
| Participant deferral / active EE | $14,550 | $5,934+145.2% | $6,144+136.8% | $6,507+123.6% |
| Admin fee / account holder | $180 | $8,421-97.9% | $7,654-97.6% | $12,624-98.6% |