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 | $342,896 | $99,918+243.2% | $81,382+321.3% | $145,922+135.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 12.21% | 34.32%-22.1pp | 24.73%-12.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $7,420 | $2,978+149.2% | $2,463+201.3% | $4,660+59.2% |
| Participant deferral / active EE | $13,944 | $4,605+202.8% | $3,883+259.1% | $6,688+108.5% |
| Admin fee / account holder | $39 | $8,212-99.5% | $5,768-99.3% | $13,397-99.7% |