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 | $502,268 | $162,781+208.6% | $133,956+275.0% | $158,922+216.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.40% | 41.94%-35.5pp | 45.09%-38.7pp | 302.83%-296.4pp |
| Employer contribution / active EE | $13,085 | $4,975+163.0% | $3,919+233.9% | $4,761+174.8% |
| Participant deferral / active EE | $11,398 | $5,911+92.8% | $5,048+125.8% | $5,982+90.5% |
| Admin fee / account holder | $119 | $11,736-99.0% | $8,927-98.7% | $11,246-98.9% |