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 | $559,499 | $106,584+424.9% | $101,326+452.2% | $142,382+293.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.09% | 36.93%-21.8pp | 36.82%-21.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,900 | $3,956-1.4% | $3,665+6.4% | $4,299-9.3% |
| Participant deferral / active EE | $13,050 | $8,297+57.3% | $7,994+63.2% | $6,507+100.5% |
| Admin fee / account holder | $60 | $11,446-99.5% | $11,185-99.5% | $12,624-99.5% |