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 | $277,326 | $159,602+73.8% | $150,045+84.8% | $142,382+94.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.01% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $39,731 | $4,961+700.9% | $4,693+746.6% | $4,299+824.2% |
| Participant deferral / active EE | $25,666 | $8,310+208.9% | $7,997+220.9% | $6,507+294.4% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |