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 | $306,368 | $152,587+100.8% | $125,175+144.8% | $152,861+100.4% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 14.45% | 54.84%-40.4pp | 43.79%-29.3pp | 345.32%-330.9pp |
| Employer contribution / active EE | $10,893 | $4,946+120.2% | $3,865+181.8% | $4,762+128.7% |
| Participant deferral / active EE | $12,614 | $5,868+115.0% | $4,937+155.5% | $5,850+115.6% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |