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 | $280,677 | $115,770+142.4% | $101,248+177.2% | $158,922+76.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.19% | 56.14%-36.9pp | 46.47%-27.3pp | 302.83%-283.6pp |
| Employer contribution / active EE | $4,795 | $4,175+14.9% | $3,660+31.0% | $4,761+0.7% |
| Participant deferral / active EE | $5,991 | $4,957+20.9% | $4,370+37.1% | $5,982+0.1% |
| Admin fee / account holder | $195 | $7,245-97.3% | $5,945-96.7% | $11,246-98.3% |