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 | $349,701 | $127,065+175.2% | $113,168+209.0% | $142,382+145.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.79% | 24.03%-6.2pp | 24.27%-6.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $6,325 | $3,442+83.8% | $2,975+112.6% | $4,299+47.1% |
| Participant deferral / active EE | $18,428 | $5,716+222.4% | $5,107+260.9% | $6,507+183.2% |
| Admin fee / account holder | $43 | $15,736-99.7% | $12,068-99.6% | $12,624-99.7% |