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 | $261,810 | $162,781+60.8% | $133,956+95.4% | $158,922+64.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.86% | 41.94%-26.1pp | 45.09%-29.2pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,443 | $4,975-71.0% | $3,919-63.2% | $4,761-69.7% |
| Participant deferral / active EE | $4,086 | $5,911-30.9% | $5,048-19.0% | $5,982-31.7% |
| Admin fee / account holder | $6 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |