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 | $330,837 | $105,998+212.1% | $92,233+258.7% | $147,584+124.2% |
| Participation rate | 81.3% | 80.4%+0.8pp | 76.5%+4.8pp | 82.8%-1.6pp |
| Annual return | 20.78% | 50.05%-29.3pp | 176.28%-155.5pp | 578.55%-557.8pp |
| Employer contribution / active EE | $3,412 | $4,333-21.3% | $3,679-7.3% | $4,876-30.0% |
| Participant deferral / active EE | $6,941 | $4,478+55.0% | $3,897+78.1% | $5,439+27.6% |
| Admin fee / account holder | $218 | $6,332-96.6% | $5,194-95.8% | $10,885-98.0% |