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 | $397,007 | $94,338+320.8% | $100,534+294.9% | $142,382+178.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 18.05% | 29.20%-11.2pp | 32.66%-14.6pp | 217.08%-199.0pp |
| Employer contribution / active EE | $7,511 | $4,237+77.3% | $4,346+72.8% | $4,299+74.7% |
| Participant deferral / active EE | $12,830 | $5,934+116.2% | $6,144+108.8% | $6,507+97.2% |
| Admin fee / account holder | $213 | $8,421-97.5% | $7,654-97.2% | $12,624-98.3% |