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 | $267,443 | $109,359+144.6% | $162,163+64.9% | $72,985+266.4% |
| Participation rate | 96.6% | 84.3%+12.3pp | 87.6%+9.0pp | 69.5%+27.1pp |
| Annual return | 27.89% | 25.46%+2.4pp | 115.59%-87.7pp | 81.00%-53.1pp |
| Employer contribution / active EE | $15,307 | $3,907+291.8% | $5,614+172.7% | $2,440+527.4% |
| Participant deferral / active EE | $7,998 | $5,481+45.9% | $7,298+9.6% | $3,607+121.7% |
| Admin fee / account holder | $4 | $7,972-99.9% | $10,843-100.0% | $5,124-99.9% |