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 | $371,626 | $175,202+112.1% | $149,673+148.3% | $139,434+166.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.01% | 166.71%-154.7pp | 134.42%-122.4pp | 372.94%-360.9pp |
| Employer contribution / active EE | $4,661 | $5,474-14.8% | $4,818-3.2% | $4,751-1.9% |
| Participant deferral / active EE | $13,456 | $6,519+106.4% | $5,680+136.9% | $6,710+100.5% |
| Admin fee / account holder | $108 | $16,150-99.3% | $13,210-99.2% | $11,403-99.1% |