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 | $398,152 | $93,571+325.5% | $135,903+193.0% | $75,163+429.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.46% | 30.90%-5.4pp | 68.23%-42.8pp | 160.62%-135.2pp |
| Employer contribution / active EE | $7,210 | $3,537+103.9% | $4,856+48.5% | $2,670+170.0% |
| Participant deferral / active EE | $18,062 | $6,404+182.0% | $7,758+132.8% | $4,125+337.9% |
| Admin fee / account holder | $204 | $6,975-97.1% | $10,762-98.1% | $5,651-96.4% |