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 | $269,195 | $214,378+25.6% | $200,582+34.2% | $142,382+89.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.81% | 46.41%-31.6pp | 42.33%-27.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $12,929 | $6,841+89.0% | $6,419+101.4% | $4,299+200.7% |
| Participant deferral / active EE | $18,791 | $9,865+90.5% | $9,331+101.4% | $6,507+188.8% |
| Admin fee / account holder | $59 | $17,692-99.7% | $16,305-99.6% | $12,624-99.5% |