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 | $321,600 | $181,894+76.8% | $156,549+105.4% | $273,961+17.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.27% | 30.74%-26.5pp | 32.23%-28.0pp | 41.45%-37.2pp |
| Employer contribution / active EE | $3,405 | $6,248-45.5% | $5,501-38.1% | $4,869-30.1% |
| Participant deferral / active EE | $7,093 | $5,550+27.8% | $4,871+45.6% | $5,287+34.2% |
| Admin fee / account holder | $63 | $15,559-99.6% | $13,027-99.5% | $10,132-99.4% |