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 9-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 | $282,081 | $185,822+51.8% | $169,993+65.9% | $139,434+102.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.95% | 60.50%-42.5pp | 53.37%-35.4pp | 372.94%-355.0pp |
| Employer contribution / active EE | $28,387 | $7,590+274.0% | $6,785+318.4% | $4,751+497.5% |
| Participant deferral / active EE | $15,684 | $11,622+34.9% | $10,408+50.7% | $6,710+133.7% |
| Admin fee / account holder | $166 | $15,381-98.9% | $12,815-98.7% | $11,403-98.5% |