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 | $465,268 | $152,587+204.9% | $125,175+271.7% | $152,861+204.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.01% | 54.84%-31.8pp | 43.79%-20.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $6,670 | $4,946+34.9% | $3,865+72.6% | $4,762+40.1% |
| Participant deferral / active EE | $13,902 | $5,868+136.9% | $4,937+181.6% | $5,850+137.6% |
| Admin fee / account holder | $263 | $13,434-98.0% | $9,702-97.3% | $11,596-97.7% |