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 | $416,296 | $114,381+264.0% | $107,525+287.2% | $142,382+192.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.68% | 242.71%-223.0pp | 181.32%-161.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $3,727 | $4,015-7.2% | $3,754-0.7% | $4,299-13.3% |
| Participant deferral / active EE | $14,676 | $5,564+163.8% | $5,116+186.9% | $6,507+125.5% |
| Admin fee / account holder | $21 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |