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 | $327,316 | $150,440+117.6% | $136,294+140.2% | $147,584+121.8% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 16.70% | 1049.08%-1032.4pp | 5155.94%-5139.2pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,359 | $5,256-55.1% | $4,695-49.8% | $4,876-51.6% |
| Participant deferral / active EE | $9,522 | $6,630+43.6% | $6,247+52.4% | $5,439+75.1% |
| Admin fee / account holder | $219 | $10,905-98.0% | $9,243-97.6% | $10,885-98.0% |