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 | $386,795 | $177,572+117.8% | $154,803+149.9% | $142,382+171.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.29% | 65.07%-45.8pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,304 | $4,810-52.1% | $4,305-46.5% | $4,299-46.4% |
| Participant deferral / active EE | $11,843 | $6,272+88.8% | $5,540+113.7% | $6,507+82.0% |
| Admin fee / account holder | $185 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |