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 | $385,464 | $159,602+141.5% | $150,045+156.9% | $142,382+170.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.87% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $8,069 | $4,961+62.7% | $4,693+71.9% | $4,299+87.7% |
| Participant deferral / active EE | $18,575 | $8,310+123.5% | $7,997+132.3% | $6,507+185.5% |
| Admin fee / account holder | $126 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |