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 | $259,477 | $165,335+56.9% | $149,696+73.3% | $158,922+63.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.73% | 348.15%-336.4pp | 276.60%-264.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $3,542 | $5,103-30.6% | $4,644-23.7% | $4,761-25.6% |
| Participant deferral / active EE | $7,850 | $7,181+9.3% | $6,842+14.7% | $5,982+31.2% |
| Admin fee / account holder | $105 | $10,807-99.0% | $9,309-98.9% | $11,246-99.1% |