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 | $320,011 | $99,020+223.2% | $86,590+269.6% | $147,584+116.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 28.39% | 1312.34%-1284.0pp | 964.84%-936.5pp | 578.55%-550.2pp |
| Employer contribution / active EE | $18,591 | $3,132+493.6% | $2,839+554.8% | $4,876+281.2% |
| Participant deferral / active EE | $8,417 | $3,972+111.9% | $3,609+133.3% | $5,439+54.8% |
| Admin fee / account holder | $9 | $5,710-99.8% | $4,906-99.8% | $10,885-99.9% |