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 | $537,487 | $96,557+456.7% | $80,975+563.8% | $273,961+96.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 3.98% | 15.14%-11.2pp | 17.10%-13.1pp | 41.45%-37.5pp |
| Employer contribution / active EE | $16,903 | $4,868+247.2% | $3,714+355.1% | $4,869+247.2% |
| Participant deferral / active EE | $16,167 | $6,598+145.0% | $5,696+183.8% | $5,287+205.8% |
| Admin fee / account holder | $100 | $7,492-98.7% | $5,516-98.2% | $10,132-99.0% |