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 | $348,608 | $198,466+75.7% | $170,442+104.5% | $147,584+136.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.18% | 257.29%-246.1pp | 205.93%-194.7pp | 578.55%-567.4pp |
| Employer contribution / active EE | $2,940 | $6,184-52.5% | $5,433-45.9% | $4,876-39.7% |
| Participant deferral / active EE | $8,557 | $5,629+52.0% | $4,939+73.2% | $5,439+57.3% |
| Admin fee / account holder | -$47 | $16,852-100.3% | $13,880-100.3% | $10,885-100.4% |