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 | $260,036 | $201,272+29.2% | $184,203+41.2% | $145,922+78.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.83% | 29.00%-14.2pp | 28.81%-14.0pp | 561.29%-546.5pp |
| Employer contribution / active EE | $5,267 | $7,022-25.0% | $6,427-18.0% | $4,660+13.0% |
| Participant deferral / active EE | $11,822 | $9,806+20.6% | $9,131+29.5% | $6,688+76.8% |
| Admin fee / account holder | $125 | $16,364-99.2% | $13,901-99.1% | $13,397-99.1% |