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 | $397,458 | $104,251+281.3% | $91,001+336.8% | $147,584+169.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 19.71% | 27.06%-7.4pp | 4.60%+15.1pp | 578.55%-558.8pp |
| Employer contribution / active EE | $3,525 | $3,116+13.1% | $2,456+43.6% | $4,876-27.7% |
| Participant deferral / active EE | $12,425 | $4,195+196.2% | $3,547+250.2% | $5,439+128.4% |
| Admin fee / account holder | $3 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |