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 | $383,902 | $172,478+122.6% | $145,661+163.6% | $142,382+169.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 11.66% | 151.09%-139.4pp | 101.46%-89.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,545 | $4,899-68.5% | $4,238-63.5% | $4,299-64.1% |
| Participant deferral / active EE | $3,165 | $8,348-62.1% | $7,198-56.0% | $6,507-51.4% |
| Admin fee / account holder | $55 | $16,864-99.7% | $12,466-99.6% | $12,624-99.6% |