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 | $297,067 | $107,334+176.8% | $92,893+219.8% | $152,861+94.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.77% | 145.58%-125.8pp | 109.41%-89.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $6,209 | $4,221+47.1% | $3,653+70.0% | $4,762+30.4% |
| Participant deferral / active EE | $13,600 | $4,845+180.7% | $4,236+221.0% | $5,850+132.5% |
| Admin fee / account holder | $37 | $7,079-99.5% | $5,794-99.4% | $11,596-99.7% |