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 | $310,274 | $176,056+76.2% | $159,436+94.6% | $167,490+85.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.91% | 331.75%-317.8pp | 263.57%-249.7pp | 478.56%-464.6pp |
| Employer contribution / active EE | $1,892 | $5,297-64.3% | $4,829-60.8% | $4,837-60.9% |
| Participant deferral / active EE | $22,750 | $7,750+193.5% | $7,352+209.4% | $6,341+258.8% |
| Admin fee / account holder | $222 | $12,554-98.2% | $10,799-97.9% | $12,309-98.2% |