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 | $454,874 | $159,602+185.0% | $150,045+203.2% | $142,382+219.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.59% | 70.24%-57.6pp | 62.55%-50.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $8,530 | $4,961+72.0% | $4,693+81.8% | $4,299+98.4% |
| Participant deferral / active EE | $15,637 | $8,310+88.2% | $7,997+95.5% | $6,507+140.3% |
| Admin fee / account holder | $201 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |