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 7-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 | $321,259 | $159,602+101.3% | $150,045+114.1% | $142,382+125.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.94% | 70.24%-52.3pp | 62.55%-44.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $35,021 | $4,961+606.0% | $4,693+646.2% | $4,299+714.6% |
| Participant deferral / active EE | $15,522 | $8,310+86.8% | $7,997+94.1% | $6,507+138.5% |
| Admin fee / account holder | $204 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |