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 | $388,932 | $153,311+153.7% | $109,313+255.8% | $273,961+42.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.74% | 29.86%-24.1pp | 22.07%-16.3pp | 41.45%-35.7pp |
| Employer contribution / active EE | $17,066 | $5,619+203.7% | $3,892+338.5% | $4,869+250.5% |
| Participant deferral / active EE | $16,000 | $3,932+306.9% | $3,166+405.3% | $5,287+202.6% |
| Admin fee / account holder | $50 | $8,076-99.4% | $5,666-99.1% | $10,132-99.5% |