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 | $431,495 | $110,257+291.4% | $96,544+346.9% | $139,434+209.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 10.33% | 26.32%-16.0pp | 25.84%-15.5pp | 372.94%-362.6pp |
| Employer contribution / active EE | $18,810 | $3,620+419.7% | $2,965+534.4% | $4,751+295.9% |
| Participant deferral / active EE | $19,688 | $5,548+254.9% | $4,851+305.9% | $6,710+193.4% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |