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 | $264,505 | $179,726+47.2% | $156,263+69.3% | $142,382+85.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.10% | 77.86%-65.8pp | 59.47%-47.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $5,343 | $5,069+5.4% | $4,333+23.3% | $4,299+24.3% |
| Participant deferral / active EE | $5,934 | $6,956-14.7% | $6,158-3.6% | $6,507-8.8% |
| Admin fee / account holder | $219 | $17,272-98.7% | $14,255-98.5% | $12,624-98.3% |