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 | $262,338 | $129,942+101.9% | $104,294+151.5% | $134,475+95.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 8.72% | 42.03%-33.3pp | 24.61%-15.9pp | 417.96%-409.2pp |
| Employer contribution / active EE | $7,993 | $4,184+91.0% | $3,372+137.1% | $4,740+68.6% |
| Participant deferral / active EE | $7,197 | $5,588+28.8% | $4,625+55.6% | $6,400+12.5% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |