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 9-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 | $340,710 | $95,266+257.6% | $82,389+313.5% | $142,382+139.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 13.98% | 25.74%-11.8pp | 28.67%-14.7pp | 217.08%-203.1pp |
| Employer contribution / active EE | $19,769 | $2,991+560.9% | $2,517+685.4% | $4,299+359.8% |
| Participant deferral / active EE | $13,456 | $4,809+179.8% | $4,155+223.9% | $6,507+106.8% |
| Admin fee / account holder | $23 | $8,563-99.7% | $7,231-99.7% | $12,624-99.8% |