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 | $272,997 | $57,016+378.8% | $84,966+221.3% | $80,856+237.6% |
| Participation rate | 82.0% | 56.3%+25.6pp | 67.5%+14.5pp | 67.6%+14.3pp |
| Annual return | 17.45% | 21.66%-4.2pp | 66.38%-48.9pp | 35.59%-18.1pp |
| Employer contribution / active EE | $3,038 | $1,798+69.0% | $2,727+11.4% | $2,755+10.3% |
| Participant deferral / active EE | $6,381 | $3,110+105.2% | $4,519+41.2% | $4,296+48.5% |
| Admin fee / account holder | $93 | $4,980-98.1% | $6,149-98.5% | $6,918-98.7% |