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 | $368,465 | $176,056+109.3% | $159,436+131.1% | $167,490+120.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.02% | 331.75%-316.7pp | 263.57%-248.5pp | 478.56%-463.5pp |
| Employer contribution / active EE | $4,719 | $5,297-10.9% | $4,829-2.3% | $4,837-2.5% |
| Participant deferral / active EE | $12,347 | $7,750+59.3% | $7,352+67.9% | $6,341+94.7% |
| Admin fee / account holder | $217 | $12,554-98.3% | $10,799-98.0% | $12,309-98.2% |