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 | $436,452 | $107,934+304.4% | $91,989+374.5% | $152,861+185.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 24.57% | 89.24%-64.7pp | 69.02%-44.4pp | 345.32%-320.7pp |
| Employer contribution / active EE | $13,289 | $4,210+215.7% | $3,452+285.0% | $4,762+179.0% |
| Participant deferral / active EE | $9,190 | $6,364+44.4% | $5,923+55.2% | $5,850+57.1% |
| Admin fee / account holder | $2 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |