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 | $274,027 | $201,272+36.1% | $184,203+48.8% | $145,922+87.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.95% | 29.00%-9.1pp | 28.81%-8.9pp | 561.29%-541.3pp |
| Employer contribution / active EE | $31,685 | $7,022+351.2% | $6,427+393.0% | $4,660+580.0% |
| Participant deferral / active EE | $21,674 | $9,806+121.0% | $9,131+137.4% | $6,688+224.1% |
| Admin fee / account holder | $136 | $16,364-99.2% | $13,901-99.0% | $13,397-99.0% |