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 | $269,926 | $103,376+161.1% | $87,100+209.9% | $152,861+76.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 21.73% | 28.10%-6.4pp | 28.19%-6.5pp | 345.32%-323.6pp |
| Employer contribution / active EE | $5,259 | $3,220+63.3% | $2,521+108.6% | $4,762+10.4% |
| Participant deferral / active EE | $25,000 | $4,778+423.2% | $4,049+517.5% | $5,850+327.3% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |