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 | $287,029 | $111,754+156.8% | $103,333+177.8% | $145,922+96.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.18% | 24.77%-7.6pp | 24.88%-7.7pp | 561.29%-544.1pp |
| Employer contribution / active EE | $4,143 | $4,212-1.6% | $3,868+7.1% | $4,660-11.1% |
| Participant deferral / active EE | $6,013 | $5,619+7.0% | $5,057+18.9% | $6,688-10.1% |
| Admin fee / account holder | $187 | $9,750-98.1% | $8,355-97.8% | $13,397-98.6% |