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 | $317,073 | $144,119+120.0% | $117,854+169.0% | $147,584+114.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.80% | 531.15%-512.3pp | 335.08%-316.3pp | 578.55%-559.7pp |
| Employer contribution / active EE | $16,520 | $4,896+237.4% | $3,786+336.3% | $4,876+238.8% |
| Participant deferral / active EE | $10,320 | $5,316+94.1% | $4,482+130.3% | $5,439+89.8% |
| Admin fee / account holder | $22 | $10,886-99.8% | $8,020-99.7% | $10,885-99.8% |