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 | $302,179 | $180,028+67.9% | $138,135+118.8% | $158,922+90.1% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 19.42% | 21.68%-2.3pp | 20.51%-1.1pp | 302.83%-283.4pp |
| Employer contribution / active EE | $17,210 | $7,470+130.4% | $5,587+208.0% | $4,761+261.5% |
| Participant deferral / active EE | $11,097 | $7,717+43.8% | $6,431+72.6% | $5,982+85.5% |
| Admin fee / account holder | $222 | $17,912-98.8% | $11,856-98.1% | $11,246-98.0% |