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 | $406,784 | $201,272+102.1% | $184,203+120.8% | $145,922+178.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.01% | 29.00%-13.0pp | 28.81%-12.8pp | 561.29%-545.3pp |
| Employer contribution / active EE | $5,989 | $7,022-14.7% | $6,427-6.8% | $4,660+28.5% |
| Participant deferral / active EE | $21,932 | $9,806+123.7% | $9,131+140.2% | $6,688+227.9% |
| Admin fee / account holder | $245 | $16,364-98.5% | $13,901-98.2% | $13,397-98.2% |