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 | $421,074 | $135,952+209.7% | $123,892+239.9% | $273,961+53.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.49% | 56.63%-50.1pp | 47.52%-41.0pp | 41.45%-35.0pp |
| Employer contribution / active EE | $9,549 | $5,170+84.7% | $4,617+106.8% | $4,869+96.1% |
| Participant deferral / active EE | $13,429 | $6,343+111.7% | $5,984+124.4% | $5,287+154.0% |
| Admin fee / account holder | $50 | $9,817-99.5% | $8,357-99.4% | $10,132-99.5% |