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 | $372,966 | $153,772+142.5% | $133,980+178.4% | $273,961+36.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.55% | 36.51%-32.0pp | 29.30%-24.7pp | 41.45%-36.9pp |
| Employer contribution / active EE | $3,248 | $6,029-46.1% | $5,211-37.7% | $4,869-33.3% |
| Participant deferral / active EE | $8,261 | $6,958+18.7% | $6,282+31.5% | $5,287+56.2% |
| Admin fee / account holder | $8 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |