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 | $370,887 | $127,386+191.2% | $115,037+222.4% | $125,391+195.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.35% | 31.28%-30.9pp | 26.14%-25.8pp | 282.22%-281.9pp |
| Employer contribution / active EE | $10,292 | $5,166+99.2% | $4,608+123.4% | $4,866+111.5% |
| Participant deferral / active EE | $16,880 | $6,423+162.8% | $6,026+180.1% | $5,352+215.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |