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 | $560,753 | $167,484+234.8% | $151,611+269.9% | $134,475+317.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.82% | 7.80%-18.6pp | 3.33%-14.2pp | 417.96%-428.8pp |
| Employer contribution / active EE | $28,963 | $6,829+324.1% | $6,166+369.7% | $4,740+511.1% |
| Participant deferral / active EE | $10,021 | $8,986+11.5% | $8,363+19.8% | $6,400+56.6% |
| Admin fee / account holder | $77 | $13,783-99.4% | $11,616-99.3% | $11,426-99.3% |