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 | $251,185 | $99,918+151.4% | $81,382+208.7% | $145,922+72.1% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 12.72% | 34.32%-21.6pp | 24.73%-12.0pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,143 | $2,978-28.0% | $2,463-13.0% | $4,660-54.0% |
| Participant deferral / active EE | $7,111 | $4,605+54.4% | $3,883+83.1% | $6,688+6.3% |
| Admin fee / account holder | $52 | $8,212-99.4% | $5,768-99.1% | $13,397-99.6% |