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 | $496,064 | $162,781+204.7% | $133,956+270.3% | $158,922+212.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.85% | 41.94%-29.1pp | 45.09%-32.2pp | 302.83%-290.0pp |
| Employer contribution / active EE | $7,136 | $4,975+43.4% | $3,919+82.1% | $4,761+49.9% |
| Participant deferral / active EE | $17,752 | $5,911+200.3% | $5,048+251.7% | $5,982+196.7% |
| Admin fee / account holder | $107 | $11,736-99.1% | $8,927-98.8% | $11,246-99.0% |