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 | $492,245 | $152,587+222.6% | $125,175+293.2% | $152,861+222.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.85% | 54.84%-34.0pp | 43.79%-22.9pp | 345.32%-324.5pp |
| Employer contribution / active EE | $17,145 | $4,946+246.6% | $3,865+343.6% | $4,762+260.0% |
| Participant deferral / active EE | $10,300 | $5,868+75.5% | $4,937+108.6% | $5,850+76.1% |
| Admin fee / account holder | $25 | $13,434-99.8% | $9,702-99.7% | $11,596-99.8% |