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 | $402,787 | $138,065+191.7% | $123,544+226.0% | $135,375+197.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 11.17% | 153.68%-142.5pp | 119.20%-108.0pp | 519.73%-508.6pp |
| Employer contribution / active EE | $4,250 | $5,151-17.5% | $4,628-8.2% | $4,779-11.1% |
| Participant deferral / active EE | $2,525 | $6,799-62.9% | $6,426-60.7% | $5,609-55.0% |
| Admin fee / account holder | $78 | $10,916-99.3% | $9,284-99.2% | $10,827-99.3% |