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 | $337,664 | $217,402+55.3% | $185,823+81.7% | $167,490+101.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.00% | 148.36%-131.4pp | 122.05%-105.1pp | 478.56%-461.6pp |
| Employer contribution / active EE | $17,174 | $5,873+192.4% | $5,167+232.4% | $4,837+255.0% |
| Participant deferral / active EE | $11,226 | $6,356+76.6% | $5,568+101.6% | $6,341+77.0% |
| Admin fee / account holder | $222 | $19,811-98.9% | $16,237-98.6% | $12,309-98.2% |