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 5-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 | $251,103 | $106,584+135.6% | $101,326+147.8% | $142,382+76.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.42% | 36.93%-15.5pp | 36.82%-15.4pp | 217.08%-195.7pp |
| Employer contribution / active EE | $35,044 | $3,956+785.9% | $3,665+856.1% | $4,299+715.1% |
| Participant deferral / active EE | $14,854 | $8,297+79.0% | $7,994+85.8% | $6,507+128.3% |
| Admin fee / account holder | $264 | $11,446-97.7% | $11,185-97.6% | $12,624-97.9% |