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 | $355,489 | $137,414+158.7% | $189,513+87.6% | $85,850+314.1% |
| Participation rate | 97.7% | 84.6%+13.1pp | 87.8%+9.9pp | 69.3%+28.4pp |
| Annual return | 17.47% | 38.14%-20.7pp | 555.15%-537.7pp | 318.53%-301.1pp |
| Employer contribution / active EE | $14,457 | $4,344+232.8% | $6,162+134.6% | $2,565+463.6% |
| Participant deferral / active EE | $15,677 | $6,260+150.4% | $8,221+90.7% | $3,952+296.7% |
| Admin fee / account holder | $185 | $8,630-97.9% | $12,045-98.5% | $6,260-97.0% |