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 | $463,391 | $157,256+194.7% | $141,162+228.3% | $152,861+203.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.63% | 64.32%-47.7pp | 71.39%-54.8pp | 345.32%-328.7pp |
| Employer contribution / active EE | $11,107 | $5,261+111.1% | $4,735+134.6% | $4,762+133.2% |
| Participant deferral / active EE | $12,467 | $7,109+75.4% | $6,709+85.8% | $5,850+113.1% |
| Admin fee / account holder | $93 | $12,120-99.2% | $10,261-99.1% | $11,596-99.2% |