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 | $628,379 | $152,587+311.8% | $125,175+402.0% | $152,861+311.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.51% | 54.84%-33.3pp | 43.79%-22.3pp | 345.32%-323.8pp |
| Employer contribution / active EE | $5,314 | $4,946+7.4% | $3,865+37.5% | $4,762+11.6% |
| Participant deferral / active EE | $22,667 | $5,868+286.3% | $4,937+359.1% | $5,850+287.5% |
| Admin fee / account holder | $142 | $13,434-98.9% | $9,702-98.5% | $11,596-98.8% |