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 | $275,488 | $209,411+31.6% | $178,490+54.3% | $158,922+73.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.28% | 188.75%-177.5pp | 151.07%-139.8pp | 302.83%-291.5pp |
| Employer contribution / active EE | $7,021 | $5,706+23.0% | $5,011+40.1% | $4,761+47.5% |
| Participant deferral / active EE | $10,272 | $5,954+72.5% | $5,202+97.5% | $5,982+71.7% |
| Admin fee / account holder | $86 | $17,074-99.5% | $13,984-99.4% | $11,246-99.2% |