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 | $284,952 | $159,901+78.2% | $146,958+93.9% | $145,922+95.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 17.02% | 98.13%-81.1pp | 418.34%-401.3pp | 561.29%-544.3pp |
| Employer contribution / active EE | $2,175 | $5,286-58.8% | $4,933-55.9% | $4,660-53.3% |
| Participant deferral / active EE | $14,530 | $8,428+72.4% | $8,070+80.0% | $6,688+117.3% |
| Admin fee / account holder | $8 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |