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 | $347,218 | $117,841+194.6% | $102,423+239.0% | $145,922+137.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.20% | 31.65%-21.4pp | 29.32%-19.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $4,507 | $3,615+24.7% | $3,023+49.1% | $4,660-3.3% |
| Participant deferral / active EE | $5,787 | $5,731+1.0% | $5,053+14.5% | $6,688-13.5% |
| Admin fee / account holder | $293 | $13,326-97.8% | $9,451-96.9% | $13,397-97.8% |