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 | $294,463 | $210,648+39.8% | $177,989+65.4% | $145,922+101.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.43% | 385.86%-368.4pp | 294.48%-277.1pp | 561.29%-543.9pp |
| Employer contribution / active EE | $12,626 | $4,565+176.6% | $3,949+219.8% | $4,660+171.0% |
| Participant deferral / active EE | $6,100 | $6,958-12.3% | $6,276-2.8% | $6,688-8.8% |
| Admin fee / account holder | $171 | $12,013-98.6% | $10,363-98.4% | $13,397-98.7% |