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 | $385,512 | $183,963+109.6% | $162,163+137.7% | $152,861+152.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 14.27% | 150.76%-136.5pp | 115.59%-101.3pp | 345.32%-331.0pp |
| Employer contribution / active EE | $3,275 | $6,371-48.6% | $5,614-41.7% | $4,762-31.2% |
| Participant deferral / active EE | $17,805 | $8,034+121.6% | $7,298+144.0% | $5,850+204.4% |
| Admin fee / account holder | $125 | $13,121-99.0% | $10,843-98.8% | $11,596-98.9% |