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 | $330,154 | $201,272+64.0% | $184,203+79.2% | $145,922+126.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.20% | 29.00%-15.8pp | 28.81%-15.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $15,493 | $7,022+120.6% | $6,427+141.1% | $4,660+232.5% |
| Participant deferral / active EE | $14,249 | $9,806+45.3% | $9,131+56.0% | $6,688+113.1% |
| Admin fee / account holder | $99 | $16,364-99.4% | $13,901-99.3% | $13,397-99.3% |