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 | $361,875 | $104,974+244.7% | $95,585+278.6% | $142,382+154.2% |
| Participation rate | 87.0% | 75.0%+12.0pp | 72.1%+14.9pp | 80.1%+6.8pp |
| Annual return | 18.81% | 210.33%-191.5pp | 38.56%-19.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,727 | $2,779-1.9% | $2,527+7.9% | $4,299-36.6% |
| Participant deferral / active EE | $7,221 | $4,352+65.9% | $4,023+79.5% | $6,507+11.0% |
| Admin fee / account holder | $71 | $6,386-98.9% | $6,127-98.8% | $12,624-99.4% |