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 | $256,687 | $90,348+184.1% | $75,972+237.9% | $145,922+75.9% |
| Participation rate | 88.2% | 74.5%+13.8pp | 69.1%+19.2pp | 80.3%+8.0pp |
| Annual return | 14.54% | 620.88%-606.3pp | 359.55%-345.0pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,955 | $3,311-10.7% | $2,685+10.1% | $4,660-36.6% |
| Participant deferral / active EE | $8,659 | $5,162+67.7% | $4,255+103.5% | $6,688+29.5% |
| Admin fee / account holder | $199 | $8,467-97.7% | $6,467-96.9% | $13,397-98.5% |