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 | $287,081 | $99,032+189.9% | $80,019+258.8% | $135,375+112.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 8.82% | 15.39%-6.6pp | 11.22%-2.4pp | 519.73%-510.9pp |
| Employer contribution / active EE | $5,073 | $3,043+66.7% | $2,468+105.5% | $4,779+6.1% |
| Participant deferral / active EE | $11,128 | $4,282+159.9% | $3,686+201.9% | $5,609+98.4% |
| Admin fee / account holder | $12 | $10,436-99.9% | $6,521-99.8% | $10,827-99.9% |