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 | $302,356 | $201,272+50.2% | $184,203+64.1% | $145,922+107.2% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 18.34% | 29.00%-10.7pp | 28.81%-10.5pp | 561.29%-542.9pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $16,488 | $9,806+68.1% | $9,131+80.6% | $6,688+146.5% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |