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 | $381,621 | $183,519+107.9% | $155,509+145.4% | $145,922+161.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.95% | 61.17%-41.2pp | 64.67%-44.7pp | 561.29%-541.3pp |
| Employer contribution / active EE | $11,398 | $5,313+114.5% | $4,672+143.9% | $4,660+144.6% |
| Participant deferral / active EE | $15,650 | $6,462+142.2% | $5,626+178.2% | $6,688+134.0% |
| Admin fee / account holder | $17 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |