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 | $276,698 | $217,402+27.3% | $185,823+48.9% | $167,490+65.2% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 16.05% | 148.36%-132.3pp | 122.05%-106.0pp | 478.56%-462.5pp |
| Employer contribution / active EE | $4,989 | $5,873-15.1% | $5,167-3.5% | $4,837+3.1% |
| Participant deferral / active EE | $13,291 | $6,356+109.1% | $5,568+138.7% | $6,341+109.6% |
| Admin fee / account holder | $190 | $19,811-99.0% | $16,237-98.8% | $12,309-98.5% |