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 | $289,324 | $115,770+149.9% | $101,248+185.8% | $158,922+82.1% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 15.87% | 56.14%-40.3pp | 46.47%-30.6pp | 302.83%-287.0pp |
| Employer contribution / active EE | $6,058 | $4,175+45.1% | $3,660+65.6% | $4,761+27.2% |
| Participant deferral / active EE | $12,708 | $4,957+156.3% | $4,370+190.8% | $5,982+112.4% |
| Admin fee / account holder | $76 | $7,245-98.9% | $5,945-98.7% | $11,246-99.3% |