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 8-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 | $363,395 | $159,602+127.7% | $150,045+142.2% | $142,382+155.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.47% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $7,074 | $4,961+42.6% | $4,693+50.7% | $4,299+64.6% |
| Participant deferral / active EE | $10,836 | $8,310+30.4% | $7,997+35.5% | $6,507+66.5% |
| Admin fee / account holder | $283 | $14,846-98.1% | $13,435-97.9% | $12,624-97.8% |