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 | $330,943 | $185,822+78.1% | $169,993+94.7% | $139,434+137.3% |
| Participation rate | 70.0% | 87.8%-17.8pp | 87.0%-17.0pp | 80.3%-10.3pp |
| Annual return | 16.98% | 60.50%-43.5pp | 53.37%-36.4pp | 372.94%-356.0pp |
| Employer contribution / active EE | $3,440 | $7,590-54.7% | $6,785-49.3% | $4,751-27.6% |
| Participant deferral / active EE | $7,035 | $11,622-39.5% | $10,408-32.4% | $6,710+4.8% |
| Admin fee / account holder | $2 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |