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 | $407,654 | $185,822+119.4% | $169,993+139.8% | $139,434+192.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.81% | 60.50%-47.7pp | 53.37%-40.6pp | 372.94%-360.1pp |
| Employer contribution / active EE | $3,756 | $7,590-50.5% | $6,785-44.7% | $4,751-20.9% |
| Participant deferral / active EE | $17,183 | $11,622+47.9% | $10,408+65.1% | $6,710+156.1% |
| Admin fee / account holder | $30 | $15,381-99.8% | $12,815-99.8% | $11,403-99.7% |