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 | $608,164 | $197,591+207.8% | $177,821+242.0% | $158,922+282.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.62% | 58.76%-40.1pp | 48.32%-29.7pp | 302.83%-284.2pp |
| Employer contribution / active EE | $17,824 | $6,697+166.1% | $5,918+201.2% | $4,761+274.4% |
| Participant deferral / active EE | $18,712 | $8,405+122.6% | $7,714+142.6% | $5,982+212.8% |
| Admin fee / account holder | $296 | $15,399-98.1% | $12,427-97.6% | $11,246-97.4% |