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 | $290,089 | $133,922+116.6% | $116,228+149.6% | $142,382+103.7% |
| Participation rate | 86.7% | 77.9%+8.8pp | 74.6%+12.1pp | 80.1%+6.5pp |
| Annual return | 14.15% | 147.76%-133.6pp | 90.06%-75.9pp | 217.08%-202.9pp |
| Employer contribution / active EE | $6,675 | $3,446+93.7% | $2,994+122.9% | $4,299+55.3% |
| Participant deferral / active EE | $7,385 | $5,672+30.2% | $4,953+49.1% | $6,507+13.5% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |