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 | $289,872 | $74,888+287.1% | $71,209+307.1% | $142,382+103.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.96% | 345.14%-330.2pp | 282.51%-267.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,317 | $2,854+16.2% | $2,721+21.9% | $4,299-22.8% |
| Participant deferral / active EE | $7,996 | $4,454+79.5% | $4,175+91.5% | $6,507+22.9% |
| Admin fee / account holder | $63 | $5,568-98.9% | $5,349-98.8% | $12,624-99.5% |