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 | $283,860 | $197,591+43.7% | $177,821+59.6% | $158,922+78.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.63% | 58.76%-46.1pp | 48.32%-35.7pp | 302.83%-290.2pp |
| Employer contribution / active EE | $17,994 | $6,697+168.7% | $5,918+204.0% | $4,761+277.9% |
| Participant deferral / active EE | $9,798 | $8,405+16.6% | $7,714+27.0% | $5,982+63.8% |
| Admin fee / account holder | $231 | $15,399-98.5% | $12,427-98.1% | $11,246-98.0% |