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 | $418,213 | $179,726+132.7% | $156,263+167.6% | $142,382+193.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.75% | 77.86%-64.1pp | 59.47%-45.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $11,273 | $5,069+122.4% | $4,333+160.2% | $4,299+162.2% |
| Participant deferral / active EE | $10,669 | $6,956+53.4% | $6,158+73.2% | $6,507+64.0% |
| Admin fee / account holder | $21 | $17,272-99.9% | $14,255-99.8% | $12,624-99.8% |