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 | $313,156 | $104,974+198.3% | $95,585+227.6% | $142,382+119.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.24% | 210.33%-194.1pp | 38.56%-22.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $21,082 | $2,779+658.7% | $2,527+734.4% | $4,299+390.4% |
| Participant deferral / active EE | $12,632 | $4,352+190.3% | $4,023+214.0% | $6,507+94.1% |
| Admin fee / account holder | $40 | $6,386-99.4% | $6,127-99.3% | $12,624-99.7% |