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 | $444,611 | $153,772+189.1% | $133,980+231.8% | $273,961+62.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.80% | 36.51%-26.7pp | 29.30%-19.5pp | 41.45%-31.7pp |
| Employer contribution / active EE | $28,339 | $6,029+370.1% | $5,211+443.8% | $4,869+482.1% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $237 | $11,765-98.0% | $9,324-97.5% | $10,132-97.7% |