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 | $370,341 | $81,248+355.8% | $155,509+138.1% | $80,856+358.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.86% | 33.31%-20.5pp | 64.67%-51.8pp | 35.59%-22.7pp |
| Employer contribution / active EE | $3,778 | $3,100+21.9% | $4,672-19.1% | $2,755+37.1% |
| Participant deferral / active EE | $6,608 | $3,452+91.5% | $5,626+17.5% | $4,296+53.8% |
| Admin fee / account holder | $210 | $7,997-97.4% | $15,912-98.7% | $6,918-97.0% |