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 | $405,520 | $110,261+267.8% | $95,745+323.5% | $139,434+190.8% |
| Participation rate | 90.9% | 75.8%+15.2pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 18.52% | 27.11%-8.6pp | 28.35%-9.8pp | 372.94%-354.4pp |
| Employer contribution / active EE | $13,647 | $3,257+319.0% | $2,835+381.5% | $4,751+187.3% |
| Participant deferral / active EE | $7,068 | $4,676+51.2% | $4,245+66.5% | $6,710+5.3% |
| Admin fee / account holder | $183 | $6,613-97.2% | $5,678-96.8% | $11,403-98.4% |