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 | $328,574 | $177,572+85.0% | $154,803+112.3% | $142,382+130.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.92% | 65.07%-51.1pp | 58.88%-45.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $17,884 | $4,810+271.8% | $4,305+315.4% | $4,299+316.0% |
| Participant deferral / active EE | $21,100 | $6,272+236.4% | $5,540+280.8% | $6,507+224.3% |
| Admin fee / account holder | $290 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |