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 | $275,228 | $127,386+116.1% | $115,037+139.3% | $125,391+119.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 4.85% | 31.28%-26.4pp | 26.14%-21.3pp | 282.22%-277.4pp |
| Employer contribution / active EE | $4,937 | $5,166-4.4% | $4,608+7.2% | $4,866+1.5% |
| Participant deferral / active EE | $9,696 | $6,423+51.0% | $6,026+60.9% | $5,352+81.2% |
| Admin fee / account holder | $40 | $9,516-99.6% | $8,175-99.5% | $9,540-99.6% |