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 | $323,207 | $179,726+79.8% | $156,263+106.8% | $142,382+127.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.60% | 77.86%-64.3pp | 59.47%-45.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $21,064 | $5,069+315.5% | $4,333+386.1% | $4,299+390.0% |
| Participant deferral / active EE | $4,623 | $6,956-33.5% | $6,158-24.9% | $6,507-29.0% |
| Admin fee / account holder | -$1,315 | $17,272-107.6% | $14,255-109.2% | $12,624-110.4% |