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 | $259,957 | $148,534+75.0% | $135,903+91.3% | $139,434+86.4% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 17.58% | 79.19%-61.6pp | 68.23%-50.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $4,493 | $5,243-14.3% | $4,856-7.5% | $4,751-5.4% |
| Participant deferral / active EE | $14,856 | $8,100+83.4% | $7,758+91.5% | $6,710+121.4% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |