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 | $273,609 | $209,411+30.7% | $178,490+53.3% | $158,922+72.2% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 16.35% | 188.75%-172.4pp | 151.07%-134.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,366 | $5,706-58.5% | $5,011-52.8% | $4,761-50.3% |
| Participant deferral / active EE | $6,122 | $5,954+2.8% | $5,202+17.7% | $5,982+2.3% |
| Admin fee / account holder | $106 | $17,074-99.4% | $13,984-99.2% | $11,246-99.1% |