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 | $267,000 | $157,256+69.8% | $141,162+89.1% | $152,861+74.7% |
| Participation rate | 78.9% | 84.8%-5.9pp | 82.5%-3.5pp | 82.4%-3.5pp |
| Annual return | 24.81% | 64.32%-39.5pp | 71.39%-46.6pp | 345.32%-320.5pp |
| Employer contribution / active EE | $3,709 | $5,261-29.5% | $4,735-21.7% | $4,762-22.1% |
| Participant deferral / active EE | $7,587 | $7,109+6.7% | $6,709+13.1% | $5,850+29.7% |
| Admin fee / account holder | $20 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |