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 | $294,431 | $106,115+177.5% | $85,969+242.5% | $125,391+134.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 5.56% | 13.93%-8.4pp | 9.32%-3.8pp | 282.22%-276.7pp |
| Employer contribution / active EE | $5,486 | $4,537+20.9% | $3,474+57.9% | $4,866+12.7% |
| Participant deferral / active EE | $7,163 | $4,859+47.4% | $3,829+87.0% | $5,352+33.8% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |