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 | $374,237 | $72,012+419.7% | $185,823+101.4% | $79,858+368.6% |
| Participation rate | 91.4% | 65.8%+25.7pp | 78.0%+13.4pp | 69.6%+21.8pp |
| Annual return | 18.81% | 23.12%-4.3pp | 35.95%-17.1pp | 31.71%-12.9pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $15,044 | $3,779+298.1% | $5,632+167.1% | $3,740+302.2% |
| Admin fee / account holder | $4 | $4,513-99.9% | $9,500-100.0% | $5,306-99.9% |