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 | $594,265 | $56,053+960.2% | $75,972+682.2% | $80,856+635.0% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 14.67% | 20.53%-5.9pp | 359.55%-344.9pp | 35.59%-20.9pp |
| Employer contribution / active EE | $32,697 | $1,874+1644.7% | $2,685+1117.8% | $2,755+1086.9% |
| Participant deferral / active EE | $14,516 | $3,052+375.7% | $4,255+241.1% | $4,296+237.9% |
| Admin fee / account holder | $156 | $5,234-97.0% | $6,467-97.6% | $6,918-97.7% |