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 | $256,901 | $112,881+127.6% | $90,951+182.5% | $158,922+61.7% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | 21.00% | 215.79%-194.8pp | 134.60%-113.6pp | 302.83%-281.8pp |
| Employer contribution / active EE | $5,584 | $2,893+93.0% | $2,122+163.2% | $4,761+17.3% |
| Participant deferral / active EE | $8,661 | $4,128+109.8% | $3,373+156.8% | $5,982+44.8% |
| Admin fee / account holder | $4 | $8,041-100.0% | $5,959-99.9% | $11,246-100.0% |