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 | $358,709 | $109,881+226.5% | $150,045+139.1% | $84,808+323.0% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 15.19% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $10,971 | $3,561+208.1% | $4,693+133.8% | $2,631+317.0% |
| Participant deferral / active EE | $12,292 | $6,636+85.2% | $7,997+53.7% | $4,212+191.9% |
| Admin fee / account holder | $168 | $8,568-98.0% | $13,435-98.8% | $7,344-97.7% |