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 | $277,595 | $181,894+52.6% | $156,549+77.3% | $273,961+1.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.96% | 30.74%-18.8pp | 32.23%-20.3pp | 41.45%-29.5pp |
| Employer contribution / active EE | $14,753 | $6,248+136.1% | $5,501+168.2% | $4,869+203.0% |
| Participant deferral / active EE | $6,631 | $5,550+19.5% | $4,871+36.1% | $5,287+25.4% |
| Admin fee / account holder | $254 | $15,559-98.4% | $13,027-98.1% | $10,132-97.5% |