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 6-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 | $270,546 | $148,978+81.6% | $200,582+34.9% | $84,808+219.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 22.59% | 28.16%-5.6pp | 42.33%-19.7pp | 40.90%-18.3pp |
| Employer contribution / active EE | $9,227 | $4,815+91.6% | $6,419+43.7% | $2,631+250.7% |
| Participant deferral / active EE | $11,469 | $7,142+60.6% | $9,331+22.9% | $4,212+172.3% |
| Admin fee / account holder | $41 | $13,977-99.7% | $16,305-99.7% | $7,344-99.4% |