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 | $328,865 | $112,096+193.4% | $95,952+242.7% | $158,922+106.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.52% | 171.09%-156.6pp | 91.61%-77.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $4,773 | $3,198+49.3% | $2,541+87.8% | $4,761+0.3% |
| Participant deferral / active EE | $7,257 | $4,784+51.7% | $4,167+74.2% | $5,982+21.3% |
| Admin fee / account holder | $138 | $10,130-98.6% | $6,795-98.0% | $11,246-98.8% |