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 | $299,818 | $159,901+87.5% | $146,958+104.0% | $145,922+105.5% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 11.03% | 98.13%-87.1pp | 418.34%-407.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $8,037 | $5,286+52.0% | $4,933+62.9% | $4,660+72.5% |
| Participant deferral / active EE | $7,607 | $8,428-9.7% | $8,070-5.7% | $6,688+13.7% |
| Admin fee / account holder | $280 | $15,044-98.1% | $12,998-97.8% | $13,397-97.9% |