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 | $292,043 | $81,632+257.8% | $70,449+314.5% | $158,922+83.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 24.37% | 208.40%-184.0pp | 109.03%-84.7pp | 302.83%-278.5pp |
| Employer contribution / active EE | $2,209 | $3,217-31.3% | $2,737-19.3% | $4,761-53.6% |
| Participant deferral / active EE | $10,707 | $4,554+135.1% | $3,709+188.7% | $5,982+79.0% |
| Admin fee / account holder | $20 | $6,193-99.7% | $3,845-99.5% | $11,246-99.8% |