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 | $343,987 | $148,534+131.6% | $135,903+153.1% | $139,434+146.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.47% | 79.19%-62.7pp | 68.23%-51.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $15,908 | $5,243+203.4% | $4,856+227.6% | $4,751+234.8% |
| Participant deferral / active EE | $20,668 | $8,100+155.2% | $7,758+166.4% | $6,710+208.0% |
| Admin fee / account holder | $224 | $12,400-98.2% | $10,762-97.9% | $11,403-98.0% |