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 | $463,922 | $55,706+732.8% | $75,886+511.3% | $72,985+535.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 25.97% | 27.59%-1.6pp | 30.76%-4.8pp | 81.00%-55.0pp |
| Employer contribution / active EE | $24,284 | $1,687+1339.8% | $2,500+871.2% | $2,440+895.3% |
| Participant deferral / active EE | $13,414 | $2,634+409.3% | $3,603+272.3% | $3,607+271.8% |
| Admin fee / account holder | $6 | $3,978-99.9% | $5,418-99.9% | $5,124-99.9% |