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 | $310,310 | $126,574+145.2% | $106,213+192.2% | $145,922+112.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 17.40% | 224.79%-207.4pp | 116.14%-98.7pp | 561.29%-543.9pp |
| Employer contribution / active EE | $3,610 | $3,730-3.2% | $3,171+13.8% | $4,660-22.5% |
| Participant deferral / active EE | $14,394 | $5,724+151.5% | $5,016+187.0% | $6,688+115.2% |
| Admin fee / account holder | $30 | $17,304-99.8% | $11,033-99.7% | $13,397-99.8% |