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 | $436,383 | $95,266+358.1% | $82,389+429.7% | $142,382+206.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 18.51% | 25.74%-7.2pp | 28.67%-10.2pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,506 | $2,991+17.2% | $2,517+39.3% | $4,299-18.4% |
| Participant deferral / active EE | $7,012 | $4,809+45.8% | $4,155+68.8% | $6,507+7.8% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |