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 | $252,089 | $84,233+199.3% | $170,442+47.9% | $70,131+259.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.42% | 23.06%-8.6pp | 205.93%-191.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $14,393 | $3,387+325.0% | $5,433+164.9% | $2,342+514.5% |
| Participant deferral / active EE | $6,913 | $3,086+124.0% | $4,939+40.0% | $3,332+107.5% |
| Admin fee / account holder | $157 | $5,698-97.3% | $13,880-98.9% | $4,645-96.6% |