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 | $360,300 | $157,256+129.1% | $141,162+155.2% | $152,861+135.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 34.69% | 64.32%-29.6pp | 71.39%-36.7pp | 345.32%-310.6pp |
| Employer contribution / active EE | $7,918 | $5,261+50.5% | $4,735+67.2% | $4,762+66.3% |
| Participant deferral / active EE | $9,154 | $7,109+28.8% | $6,709+36.4% | $5,850+56.5% |
| Admin fee / account holder | $92 | $12,120-99.2% | $10,261-99.1% | $11,596-99.2% |