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 | $311,697 | $227,553+37.0% | $189,557+64.4% | $167,490+86.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 18.45% | 78.40%-60.0pp | 64.17%-45.7pp | 478.56%-460.1pp |
| Employer contribution / active EE | $3,509 | $5,316-34.0% | $4,412-20.5% | $4,837-27.5% |
| Participant deferral / active EE | $11,238 | $7,002+60.5% | $6,174+82.0% | $6,341+77.2% |
| Admin fee / account holder | $30 | $11,878-99.7% | $9,807-99.7% | $12,309-99.8% |