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 | $356,917 | $114,381+212.0% | $107,525+231.9% | $142,382+150.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.84% | 242.71%-226.9pp | 181.32%-165.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,817 | $4,015-54.8% | $3,754-51.6% | $4,299-57.7% |
| Participant deferral / active EE | $6,671 | $5,564+19.9% | $5,116+30.4% | $6,507+2.5% |
| Admin fee / account holder | $131 | $9,860-98.7% | $8,919-98.5% | $12,624-99.0% |