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 | $298,350 | $181,894+64.0% | $156,549+90.6% | $273,961+8.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.49% | 30.74%-21.2pp | 32.23%-22.7pp | 41.45%-32.0pp |
| Employer contribution / active EE | $14,930 | $6,248+139.0% | $5,501+171.4% | $4,869+206.7% |
| Participant deferral / active EE | $12,415 | $5,550+123.7% | $4,871+154.9% | $5,287+134.8% |
| Admin fee / account holder | $10 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |