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 | $428,383 | $96,956+341.8% | $70,014+511.9% | $273,961+56.4% |
| Participation rate | 83.3% | 77.1%+6.3pp | 71.8%+11.5pp | 83.0%+0.3pp |
| Annual return | 7.81% | 12.93%-5.1pp | 12.99%-5.2pp | 41.45%-33.6pp |
| Employer contribution / active EE | $10,700 | $3,316+222.7% | $2,338+357.6% | $4,869+119.8% |
| Participant deferral / active EE | $10,000 | $3,744+167.1% | $2,931+241.2% | $5,287+89.1% |
| Admin fee / account holder | $72 | $7,934-99.1% | $4,380-98.3% | $10,132-99.3% |