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 | $288,369 | $107,334+168.7% | $92,893+210.4% | $152,861+88.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 26.99% | 145.58%-118.6pp | 109.41%-82.4pp | 345.32%-318.3pp |
| Employer contribution / active EE | $17,439 | $4,221+313.1% | $3,653+377.4% | $4,762+266.2% |
| Participant deferral / active EE | $14,278 | $4,845+194.7% | $4,236+237.0% | $5,850+144.1% |
| Admin fee / account holder | $243 | $7,079-96.6% | $5,794-95.8% | $11,596-97.9% |