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 | $341,832 | $185,822+84.0% | $169,993+101.1% | $139,434+145.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.60% | 60.50%-40.9pp | 53.37%-33.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $12,855 | $7,590+69.4% | $6,785+89.5% | $4,751+170.6% |
| Participant deferral / active EE | $13,396 | $11,622+15.3% | $10,408+28.7% | $6,710+99.6% |
| Admin fee / account holder | $207 | $15,381-98.7% | $12,815-98.4% | $11,403-98.2% |