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 | $319,374 | $117,841+171.0% | $102,423+211.8% | $145,922+118.9% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 14.00% | 31.65%-17.6pp | 29.32%-15.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $5,128 | $3,615+41.9% | $3,023+69.6% | $4,660+10.1% |
| Participant deferral / active EE | $11,097 | $5,731+93.6% | $5,053+119.6% | $6,688+65.9% |
| Admin fee / account holder | $16 | $13,326-99.9% | $9,451-99.8% | $13,397-99.9% |