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 | $527,158 | $165,335+218.8% | $149,696+252.2% | $158,922+231.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.56% | 348.15%-322.6pp | 276.60%-251.0pp | 302.83%-277.3pp |
| Employer contribution / active EE | $6,533 | $5,103+28.0% | $4,644+40.7% | $4,761+37.2% |
| Participant deferral / active EE | $17,333 | $7,181+141.4% | $6,842+153.3% | $5,982+189.8% |
| Admin fee / account holder | $40 | $10,807-99.6% | $9,309-99.6% | $11,246-99.6% |