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 | $424,792 | $159,602+166.2% | $150,045+183.1% | $142,382+198.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.93% | 70.24%-55.3pp | 62.55%-47.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $5,244 | $4,961+5.7% | $4,693+11.7% | $4,299+22.0% |
| Participant deferral / active EE | $41,390 | $8,310+398.1% | $7,997+417.6% | $6,507+536.1% |
| Admin fee / account holder | $132 | $14,846-99.1% | $13,435-99.0% | $12,624-99.0% |