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 | $385,382 | $162,781+136.7% | $133,956+187.7% | $158,922+142.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.93% | 41.94%-35.0pp | 45.09%-38.2pp | 302.83%-295.9pp |
| Employer contribution / active EE | $1,969 | $4,975-60.4% | $3,919-49.8% | $4,761-58.6% |
| Participant deferral / active EE | $12,407 | $5,911+109.9% | $5,048+145.8% | $5,982+107.4% |
| Admin fee / account holder | $17 | $11,736-99.9% | $8,927-99.8% | $11,246-99.9% |