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 | $289,146 | $98,750+192.8% | $149,696+93.2% | $79,858+262.1% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.5%+13.2pp | 69.6%+26.0pp |
| Annual return | 17.46% | 27.43%-10.0pp | 276.60%-259.1pp | 31.71%-14.3pp |
| Employer contribution / active EE | $7,340 | $3,216+128.2% | $4,644+58.0% | $2,471+197.1% |
| Participant deferral / active EE | $11,743 | $5,680+106.7% | $6,842+71.6% | $3,740+214.0% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |