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 | $263,446 | $214,378+22.9% | $200,582+31.3% | $142,382+85.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.81% | 46.41%-29.6pp | 42.33%-25.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $5,476 | $6,841-20.0% | $6,419-14.7% | $4,299+27.4% |
| Participant deferral / active EE | $13,659 | $9,865+38.5% | $9,331+46.4% | $6,507+109.9% |
| Admin fee / account holder | $274 | $17,692-98.4% | $16,305-98.3% | $12,624-97.8% |