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 | $265,650 | $149,734+77.4% | $118,925+123.4% | $158,922+67.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 25.18% | 19.95%+5.2pp | 35.88%-10.7pp | 302.83%-277.6pp |
| Employer contribution / active EE | $6,653 | $4,115+61.7% | $3,263+103.9% | $4,761+39.7% |
| Participant deferral / active EE | $16,877 | $5,223+223.1% | $4,265+295.7% | $5,982+182.1% |
| Admin fee / account holder | -$201 | $8,603-102.3% | $6,581-103.1% | $11,246-101.8% |