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 | $543,941 | $133,922+306.2% | $116,228+368.0% | $142,382+282.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.07% | 147.76%-132.7pp | 90.06%-75.0pp | 217.08%-202.0pp |
| Employer contribution / active EE | $8,400 | $3,446+143.8% | $2,994+180.5% | $4,299+95.4% |
| Participant deferral / active EE | $30,500 | $5,672+437.7% | $4,953+515.8% | $6,507+368.7% |
| Admin fee / account holder | $125 | $14,945-99.2% | $11,989-99.0% | $12,624-99.0% |