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 | $362,891 | $201,272+80.3% | $184,203+97.0% | $145,922+148.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 38.01% | 29.00%+9.0pp | 28.81%+9.2pp | 561.29%-523.3pp |
| Employer contribution / active EE | $2,758 | $7,022-60.7% | $6,427-57.1% | $4,660-40.8% |
| Participant deferral / active EE | $11,430 | $9,806+16.6% | $9,131+25.2% | $6,688+70.9% |
| Admin fee / account holder | $12 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |