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 | $402,680 | $197,591+103.8% | $177,821+126.5% | $158,922+153.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.75% | 58.76%-49.0pp | 48.32%-38.6pp | 302.83%-293.1pp |
| Employer contribution / active EE | $15,239 | $6,697+127.5% | $5,918+157.5% | $4,761+220.1% |
| Participant deferral / active EE | $19,161 | $8,405+128.0% | $7,714+148.4% | $5,982+220.3% |
| Admin fee / account holder | $249 | $15,399-98.4% | $12,427-98.0% | $11,246-97.8% |