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 | $323,950 | $106,515+204.1% | $96,683+235.1% | $139,434+132.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.42% | 38.43%-24.0pp | 35.69%-21.3pp | 372.94%-358.5pp |
| Employer contribution / active EE | $25,484 | $4,103+521.1% | $3,737+582.0% | $4,751+436.4% |
| Participant deferral / active EE | $15,100 | $5,454+176.9% | $4,878+209.5% | $6,710+125.0% |
| Admin fee / account holder | $131 | $7,877-98.3% | $6,730-98.0% | $11,403-98.8% |