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 | $310,106 | $102,317+203.1% | $146,958+111.0% | $80,856+283.5% |
| Participation rate | 93.8% | 75.8%+17.9pp | 82.2%+11.6pp | 67.6%+26.1pp |
| Annual return | 12.91% | 134.76%-121.9pp | 418.34%-405.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $3,235 | $3,713-12.9% | $4,933-34.4% | $2,755+17.4% |
| Participant deferral / active EE | $13,880 | $6,644+108.9% | $8,070+72.0% | $4,296+223.1% |
| Admin fee / account holder | $275 | $7,941-96.5% | $12,998-97.9% | $6,918-96.0% |