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 | $353,359 | $198,466+78.0% | $170,442+107.3% | $147,584+139.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.04% | 257.29%-237.3pp | 205.93%-185.9pp | 578.55%-558.5pp |
| Employer contribution / active EE | $10,149 | $6,184+64.1% | $5,433+86.8% | $4,876+108.1% |
| Participant deferral / active EE | $12,000 | $5,629+113.2% | $4,939+142.9% | $5,439+120.6% |
| Admin fee / account holder | $213 | $16,852-98.7% | $13,880-98.5% | $10,885-98.0% |