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 | $441,963 | $209,411+111.1% | $178,490+147.6% | $158,922+178.1% |
| Participation rate | 93.8% | 86.3%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 13.22% | 188.75%-175.5pp | 151.07%-137.8pp | 302.83%-289.6pp |
| Employer contribution / active EE | $10,698 | $5,706+87.5% | $5,011+113.5% | $4,761+124.7% |
| Participant deferral / active EE | $7,049 | $5,954+18.4% | $5,202+35.5% | $5,982+17.8% |
| Admin fee / account holder | $179 | $17,074-99.0% | $13,984-98.7% | $11,246-98.4% |