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 | $311,696 | $148,534+109.8% | $135,903+129.4% | $139,434+123.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.24% | 79.19%-61.0pp | 68.23%-50.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $6,270 | $5,243+19.6% | $4,856+29.1% | $4,751+32.0% |
| Participant deferral / active EE | $24,998 | $8,100+208.6% | $7,758+222.2% | $6,710+272.5% |
| Admin fee / account holder | $154 | $12,400-98.8% | $10,762-98.6% | $11,403-98.6% |