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 | $287,660 | $99,877+188.0% | $84,966+238.6% | $145,922+97.1% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 14.83% | 83.76%-68.9pp | 66.38%-51.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $3,910 | $3,231+21.0% | $2,727+43.4% | $4,660-16.1% |
| Participant deferral / active EE | $13,714 | $5,291+159.2% | $4,519+203.5% | $6,688+105.1% |
| Admin fee / account holder | $11 | $7,248-99.9% | $6,149-99.8% | $13,397-99.9% |