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 | $283,109 | $94,752+198.8% | $112,887+150.8% | $139,434+103.0% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 20.70% | 40.88%-20.2pp | 34.10%-13.4pp | 372.94%-352.2pp |
| Employer contribution / active EE | $19,234 | $4,625+315.9% | $4,563+321.5% | $4,751+304.9% |
| Participant deferral / active EE | $14,423 | $6,512+121.5% | $6,513+121.4% | $6,710+114.9% |
| Admin fee / account holder | $0 | $8,527-100.0% | $7,047-100.0% | $11,403-100.0% |