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 | $389,892 | $56,484+590.3% | $169,463+130.1% | $64,186+507.4% |
| Participation rate | 96.3% | 64.5%+31.7pp | 77.8%+18.5pp | 69.6%+26.7pp |
| Annual return | 9.48% | -1.55%+11.0pp | 1.83%+7.7pp | 7.63%+1.9pp |
| Employer contribution / active EE | $2,154 | $1,832+17.5% | $4,159-48.2% | $2,381-9.5% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $5,277-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,174-100.0% | $9,109-100.0% | $4,888-100.0% |