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 | $374,459 | $133,922+179.6% | $116,228+222.2% | $142,382+163.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.82% | 147.76%-131.9pp | 90.06%-74.2pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,671 | $3,446+6.5% | $2,994+22.6% | $4,299-14.6% |
| Participant deferral / active EE | $14,408 | $5,672+154.0% | $4,953+190.9% | $6,507+121.4% |
| Admin fee / account holder | $30 | $14,945-99.8% | $11,989-99.7% | $12,624-99.8% |