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 | $272,126 | $106,890+154.6% | $84,015+223.9% | $152,861+78.0% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.4%+3.3pp |
| Annual return | 17.81% | 104.99%-87.2pp | 71.31%-53.5pp | 345.32%-327.5pp |
| Employer contribution / active EE | $2,179 | $2,734-20.3% | $1,983+9.8% | $4,762-54.3% |
| Participant deferral / active EE | $2,179 | $4,011-45.7% | $3,239-32.7% | $5,850-62.8% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |