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 | $369,942 | $106,584+247.1% | $101,326+265.1% | $142,382+159.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.07% | 36.93%-16.9pp | 36.82%-16.7pp | 217.08%-197.0pp |
| Employer contribution / active EE | $19,186 | $3,956+385.0% | $3,665+423.4% | $4,299+346.3% |
| Participant deferral / active EE | $20,945 | $8,297+152.4% | $7,994+162.0% | $6,507+221.9% |
| Admin fee / account holder | $138 | $11,446-98.8% | $11,185-98.8% | $12,624-98.9% |