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 | $286,819 | $148,534+93.1% | $135,903+111.0% | $139,434+105.7% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 12.44% | 79.19%-66.8pp | 68.23%-55.8pp | 372.94%-360.5pp |
| Employer contribution / active EE | $8,770 | $5,243+67.3% | $4,856+80.6% | $4,751+84.6% |
| Participant deferral / active EE | $8,479 | $8,100+4.7% | $7,758+9.3% | $6,710+26.4% |
| Admin fee / account holder | $84 | $12,400-99.3% | $10,762-99.2% | $11,403-99.3% |