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 | $320,562 | $209,411+53.1% | $178,490+79.6% | $158,922+101.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.76% | 188.75%-170.0pp | 151.07%-132.3pp | 302.83%-284.1pp |
| Employer contribution / active EE | $2,424 | $5,706-57.5% | $5,011-51.6% | $4,761-49.1% |
| Participant deferral / active EE | $10,183 | $5,954+71.0% | $5,202+95.8% | $5,982+70.2% |
| Admin fee / account holder | $6 | $17,074-100.0% | $13,984-100.0% | $11,246-99.9% |