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 | $288,555 | $154,117+87.2% | $129,995+122.0% | $139,434+106.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.99% | 32.48%-19.5pp | -137.18%+150.2pp | 372.94%-360.0pp |
| Employer contribution / active EE | $20,527 | $5,289+288.1% | $4,320+375.2% | $4,751+332.1% |
| Participant deferral / active EE | $15,000 | $6,710+123.5% | $5,820+157.7% | $6,710+123.5% |
| Admin fee / account holder | $83 | $14,007-99.4% | $10,614-99.2% | $11,403-99.3% |