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 | $387,767 | $163,101+137.7% | $136,749+183.6% | $142,382+172.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.24% | 27.54%-7.3pp | 24.33%-4.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $817 | $4,117-80.1% | $3,400-76.0% | $4,299-81.0% |
| Participant deferral / active EE | $2,958 | $5,585-47.0% | $4,692-37.0% | $6,507-54.5% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |