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 | $345,651 | $165,984+108.2% | $164,813+109.7% | $145,922+136.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.64% | 100.03%-86.4pp | 69.93%-56.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,501 | $5,273-52.6% | $4,341-42.4% | $4,660-46.3% |
| Participant deferral / active EE | $15,250 | $6,959+119.1% | $6,031+152.8% | $6,688+128.0% |
| Admin fee / account holder | $5 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |