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 | $298,112 | $215,361+38.4% | $171,082+74.3% | $273,961+8.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.32% | 25.14%-17.8pp | 32.56%-25.2pp | 41.45%-34.1pp |
| Employer contribution / active EE | $7,965 | $4,967+60.4% | $4,002+99.0% | $4,869+63.6% |
| Participant deferral / active EE | $10,140 | $5,543+82.9% | $4,797+111.4% | $5,287+91.8% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |