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 | $311,453 | $159,901+94.8% | $146,958+111.9% | $145,922+113.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 17.45% | 98.13%-80.7pp | 418.34%-400.9pp | 561.29%-543.8pp |
| Employer contribution / active EE | $4,572 | $5,286-13.5% | $4,933-7.3% | $4,660-1.9% |
| Participant deferral / active EE | $8,802 | $8,428+4.4% | $8,070+9.1% | $6,688+31.6% |
| Admin fee / account holder | $91 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |