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 | $627,665 | $153,772+308.2% | $133,980+368.5% | $273,961+129.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.17% | 36.51%-31.3pp | 29.30%-24.1pp | 41.45%-36.3pp |
| Employer contribution / active EE | $26,000 | $6,029+331.3% | $5,211+398.9% | $4,869+434.0% |
| Participant deferral / active EE | $22,000 | $6,958+216.2% | $6,282+250.2% | $5,287+316.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |