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 | $360,581 | $135,952+165.2% | $123,892+191.0% | $273,961+31.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 14.43% | 56.63%-42.2pp | 47.52%-33.1pp | 41.45%-27.0pp |
| Employer contribution / active EE | $4,236 | $5,170-18.1% | $4,617-8.2% | $4,869-13.0% |
| Participant deferral / active EE | $12,034 | $6,343+89.7% | $5,984+101.1% | $5,287+127.6% |
| Admin fee / account holder | $204 | $9,817-97.9% | $8,357-97.6% | $10,132-98.0% |