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 | $280,426 | $165,984+68.9% | $164,813+70.1% | $145,922+92.2% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.6%-8.6pp | 80.3%-10.3pp |
| Annual return | 12.33% | 100.03%-87.7pp | 69.93%-57.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $4,117 | $5,273-21.9% | $4,341-5.2% | $4,660-11.7% |
| Participant deferral / active EE | $12,109 | $6,959+74.0% | $6,031+100.8% | $6,688+81.1% |
| Admin fee / account holder | $259 | $16,648-98.4% | $12,690-98.0% | $13,397-98.1% |