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 | $373,136 | $157,256+137.3% | $141,162+164.3% | $152,861+144.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.70% | 64.32%-37.6pp | 71.39%-44.7pp | 345.32%-318.6pp |
| Employer contribution / active EE | $12,052 | $5,261+129.1% | $4,735+154.5% | $4,762+153.1% |
| Participant deferral / active EE | $10,264 | $7,109+44.4% | $6,709+53.0% | $5,850+75.5% |
| Admin fee / account holder | $162 | $12,120-98.7% | $10,261-98.4% | $11,596-98.6% |