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 | $328,822 | $104,907+213.4% | $84,611+288.6% | $152,861+115.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 24.37% | 373.79%-349.4pp | 258.74%-234.4pp | 345.32%-320.9pp |
| Employer contribution / active EE | $4,513 | $3,302+36.7% | $2,652+70.2% | $4,762-5.2% |
| Participant deferral / active EE | $6,263 | $4,688+33.6% | $3,899+60.7% | $5,850+7.1% |
| Admin fee / account holder | $236 | $6,241-96.2% | $4,912-95.2% | $11,596-98.0% |