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 | $389,729 | $157,256+147.8% | $141,162+176.1% | $152,861+155.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.04% | 64.32%-45.3pp | 71.39%-52.3pp | 345.32%-326.3pp |
| Employer contribution / active EE | $9,211 | $5,261+75.1% | $4,735+94.5% | $4,762+93.4% |
| Participant deferral / active EE | $10,881 | $7,109+53.0% | $6,709+62.2% | $5,850+86.0% |
| Admin fee / account holder | $225 | $12,120-98.1% | $10,261-97.8% | $11,596-98.1% |