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 | $281,140 | $90,503+210.6% | $78,689+257.3% | $273,961+2.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 22.74% | 75.60%-52.9pp | 62.18%-39.4pp | 41.45%-18.7pp |
| Employer contribution / active EE | $1,768 | $3,176-44.3% | $2,851-38.0% | $4,869-63.7% |
| Participant deferral / active EE | $10,067 | $3,901+158.0% | $3,517+186.2% | $5,287+90.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |