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 | $370,172 | $138,347+167.6% | $184,203+101.0% | $80,856+357.8% |
| Participation rate | 83.3% | 83.9%-0.5pp | 86.8%-3.5pp | 67.6%+15.7pp |
| Annual return | 22.51% | 20.02%+2.5pp | 28.81%-6.3pp | 35.59%-13.1pp |
| Employer contribution / active EE | $29,464 | $4,850+507.4% | $6,427+358.4% | $2,755+969.5% |
| Participant deferral / active EE | $18,988 | $7,071+168.5% | $9,131+107.9% | $4,296+342.0% |
| Admin fee / account holder | $0 | $10,483-100.0% | $13,901-100.0% | $6,918-100.0% |