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 | $259,651 | $148,534+74.8% | $135,903+91.1% | $139,434+86.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.67% | 79.19%-64.5pp | 68.23%-53.6pp | 372.94%-358.3pp |
| Employer contribution / active EE | $4,403 | $5,243-16.0% | $4,856-9.3% | $4,751-7.3% |
| Participant deferral / active EE | $10,323 | $8,100+27.4% | $7,758+33.1% | $6,710+53.8% |
| Admin fee / account holder | $71 | $12,400-99.4% | $10,762-99.3% | $11,403-99.4% |