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 | $349,568 | $198,466+76.1% | $170,442+105.1% | $147,584+136.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.02% | 257.29%-247.3pp | 205.93%-195.9pp | 578.55%-568.5pp |
| Employer contribution / active EE | $6,107 | $6,184-1.2% | $5,433+12.4% | $4,876+25.2% |
| Participant deferral / active EE | $6,196 | $5,629+10.1% | $4,939+25.4% | $5,439+13.9% |
| Admin fee / account holder | $16 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |