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 8-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 | $373,743 | $117,983+216.8% | $101,794+267.2% | $142,382+162.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.78% | 36.92%-17.1pp | 30.53%-10.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $14,000 | $2,773+404.9% | $2,289+511.6% | $4,299+225.6% |
| Participant deferral / active EE | $23,500 | $4,714+398.6% | $4,084+475.4% | $6,507+261.1% |
| Admin fee / account holder | $120 | $10,433-98.8% | $8,777-98.6% | $12,624-99.0% |