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 | $346,005 | $106,584+224.6% | $101,326+241.5% | $142,382+143.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.04% | 36.93%-18.9pp | 36.82%-18.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $6,771 | $3,956+71.1% | $3,665+84.7% | $4,299+57.5% |
| Participant deferral / active EE | $13,819 | $8,297+66.5% | $7,994+72.9% | $6,507+112.4% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |