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 | $340,962 | $106,584+219.9% | $101,326+236.5% | $142,382+139.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.14% | 36.93%-23.8pp | 36.82%-23.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,971 | $3,956-24.9% | $3,665-19.0% | $4,299-30.9% |
| Participant deferral / active EE | $9,873 | $8,297+19.0% | $7,994+23.5% | $6,507+51.7% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |