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 | $274,689 | $197,591+39.0% | $177,821+54.5% | $158,922+72.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.20% | 58.76%-37.6pp | 48.32%-27.1pp | 302.83%-281.6pp |
| Employer contribution / active EE | $18,826 | $6,697+181.1% | $5,918+218.1% | $4,761+295.4% |
| Participant deferral / active EE | $17,563 | $8,405+109.0% | $7,714+127.7% | $5,982+193.6% |
| Admin fee / account holder | $33 | $15,399-99.8% | $12,427-99.7% | $11,246-99.7% |