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 | $281,922 | $217,402+29.7% | $185,823+51.7% | $167,490+68.3% |
| Participation rate | 82.4% | 86.0%-3.7pp | 81.7%+0.7pp | 82.1%+0.2pp |
| Annual return | 9.59% | 148.36%-138.8pp | 122.05%-112.5pp | 478.56%-469.0pp |
| Employer contribution / active EE | $5,786 | $5,873-1.5% | $5,167+12.0% | $4,837+19.6% |
| Participant deferral / active EE | $4,139 | $6,356-34.9% | $5,568-25.7% | $6,341-34.7% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |