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 | $338,324 | $74,927+351.5% | $101,794+232.4% | $84,808+298.9% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 12.95% | 18.70%-5.8pp | 30.53%-17.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,594 | $1,522+136.1% | $2,289+57.0% | $2,631+36.6% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $133 | $6,514-98.0% | $8,777-98.5% | $7,344-98.2% |