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 | $272,935 | $228,332+19.5% | $185,823+46.9% | $158,922+71.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.62% | 40.80%-28.2pp | 35.95%-23.3pp | 302.83%-290.2pp |
| Employer contribution / active EE | $4,836 | $4,967-2.6% | $4,087+18.3% | $4,761+1.6% |
| Participant deferral / active EE | $7,229 | $6,415+12.7% | $5,632+28.4% | $5,982+20.8% |
| Admin fee / account holder | $16 | $11,864-99.9% | $9,500-99.8% | $11,246-99.9% |