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 | $348,923 | $201,272+73.4% | $184,203+89.4% | $145,922+139.1% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 12.52% | 29.00%-16.5pp | 28.81%-16.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $9,633 | $7,022+37.2% | $6,427+49.9% | $4,660+106.7% |
| Participant deferral / active EE | $10,583 | $9,806+7.9% | $9,131+15.9% | $6,688+58.3% |
| Admin fee / account holder | $11 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |