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 | $301,438 | $112,096+168.9% | $95,952+214.2% | $158,922+89.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.96% | 171.09%-160.1pp | 91.61%-80.7pp | 302.83%-291.9pp |
| Employer contribution / active EE | $11,503 | $3,198+259.7% | $2,541+352.7% | $4,761+141.6% |
| Participant deferral / active EE | $11,269 | $4,784+135.6% | $4,167+170.4% | $5,982+88.4% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |