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 | $387,673 | $148,534+161.0% | $135,903+185.3% | $139,434+178.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.59% | 79.19%-62.6pp | 68.23%-51.6pp | 372.94%-356.4pp |
| Employer contribution / active EE | $5,036 | $5,243-4.0% | $4,856+3.7% | $4,751+6.0% |
| Participant deferral / active EE | $14,148 | $8,100+74.7% | $7,758+82.4% | $6,710+110.8% |
| Admin fee / account holder | $102 | $12,400-99.2% | $10,762-99.1% | $11,403-99.1% |