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 | $254,695 | $107,934+136.0% | $91,989+176.9% | $152,861+66.6% |
| Participation rate | 87.5% | 81.2%+6.3pp | 78.6%+8.9pp | 82.4%+5.1pp |
| Annual return | 19.97% | 89.24%-69.3pp | 69.02%-49.0pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,489 | $4,210-40.9% | $3,452-27.9% | $4,762-47.7% |
| Participant deferral / active EE | $5,434 | $6,364-14.6% | $5,923-8.3% | $5,850-7.1% |
| Admin fee / account holder | $13 | $10,520-99.9% | $7,743-99.8% | $11,596-99.9% |