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 | $474,395 | $138,044+243.7% | $125,339+278.5% | $134,475+252.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 9.69% | 750.33%-740.6pp | 572.05%-562.4pp | 417.96%-408.3pp |
| Employer contribution / active EE | $4,311 | $5,243-17.8% | $4,814-10.4% | $4,740-9.0% |
| Participant deferral / active EE | $7,143 | $7,799-8.4% | $7,446-4.1% | $6,400+11.6% |
| Admin fee / account holder | $30 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |