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 | $289,600 | $197,591+46.6% | $177,821+62.9% | $158,922+82.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.88% | 58.76%-43.9pp | 48.32%-33.4pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,960 | $6,697-70.7% | $5,918-66.9% | $4,761-58.8% |
| Participant deferral / active EE | $7,886 | $8,405-6.2% | $7,714+2.2% | $5,982+31.8% |
| Admin fee / account holder | $125 | $15,399-99.2% | $12,427-99.0% | $11,246-98.9% |