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 | $281,178 | $201,272+39.7% | $184,203+52.6% | $145,922+92.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.40% | 29.00%-13.6pp | 28.81%-13.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $6,030 | $7,022-14.1% | $6,427-6.2% | $4,660+29.4% |
| Participant deferral / active EE | $15,601 | $9,806+59.1% | $9,131+70.8% | $6,688+133.3% |
| Admin fee / account holder | $62 | $16,364-99.6% | $13,901-99.6% | $13,397-99.5% |