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 | $311,697 | $70,606+341.5% | $53,898+478.3% | $142,382+118.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 13.86% | 619.81%-606.0pp | 528.60%-514.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,182 | $1,202-1.7% | $932+26.8% | $4,299-72.5% |
| Participant deferral / active EE | $2,365 | $2,364+0.1% | $1,826+29.5% | $6,507-63.7% |
| Admin fee / account holder | $131 | $2,852-95.4% | $2,491-94.7% | $12,624-99.0% |