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 | $254,189 | $64,324+295.2% | $118,925+113.7% | $79,858+218.3% |
| Participation rate | 89.7% | 64.9%+24.8pp | 75.4%+14.3pp | 69.6%+20.0pp |
| Annual return | 14.30% | 86.45%-72.1pp | 35.88%-21.6pp | 31.71%-17.4pp |
| Employer contribution / active EE | $14,361 | $1,836+682.1% | $3,263+340.2% | $2,471+481.2% |
| Participant deferral / active EE | $10,250 | $2,824+263.0% | $4,265+140.3% | $3,740+174.1% |
| Admin fee / account holder | $49 | $4,040-98.8% | $6,581-99.2% | $5,306-99.1% |