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 | $388,344 | $112,096+246.4% | $95,952+304.7% | $158,922+144.4% |
| Participation rate | 92.3% | 79.0%+13.3pp | 77.1%+15.2pp | 82.0%+10.3pp |
| Annual return | 15.83% | 171.09%-155.3pp | 91.61%-75.8pp | 302.83%-287.0pp |
| Employer contribution / active EE | $8,741 | $3,198+173.3% | $2,541+244.0% | $4,761+83.6% |
| Participant deferral / active EE | $8,905 | $4,784+86.1% | $4,167+113.7% | $5,982+48.9% |
| Admin fee / account holder | $187 | $10,130-98.2% | $6,795-97.3% | $11,246-98.3% |