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 | $297,719 | $127,386+133.7% | $115,037+158.8% | $125,391+137.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 9.30% | 31.28%-22.0pp | 26.14%-16.8pp | 282.22%-272.9pp |
| Employer contribution / active EE | $19,404 | $5,166+275.6% | $4,608+321.1% | $4,866+298.8% |
| Participant deferral / active EE | $4,624 | $6,423-28.0% | $6,026-23.3% | $5,352-13.6% |
| Admin fee / account holder | $6 | $9,516-99.9% | $8,175-99.9% | $9,540-99.9% |