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 | $292,385 | $127,386+129.5% | $115,037+154.2% | $125,391+133.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.97% | 31.28%-30.3pp | 26.14%-25.2pp | 282.22%-281.3pp |
| Employer contribution / active EE | $3,796 | $5,166-26.5% | $4,608-17.6% | $4,866-22.0% |
| Participant deferral / active EE | $14,422 | $6,423+124.5% | $6,026+139.3% | $5,352+169.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |