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 | $269,396 | $85,766+214.1% | $136,294+97.7% | $70,131+284.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 21.25% | 31.45%-10.2pp | 5155.94%-5134.7pp | 73.14%-51.9pp |
| Employer contribution / active EE | $10,035 | $2,966+238.3% | $4,695+113.7% | $2,342+328.4% |
| Participant deferral / active EE | $13,360 | $5,051+164.5% | $6,247+113.9% | $3,332+301.0% |
| Admin fee / account holder | $16 | $5,420-99.7% | $9,243-99.8% | $4,645-99.6% |