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 | $300,096 | $96,305+211.6% | $80,569+272.5% | $139,434+115.2% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 14.12% | 1350.08%-1336.0pp | 935.43%-921.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $4,659 | $3,262+42.8% | $2,723+71.1% | $4,751-1.9% |
| Participant deferral / active EE | $6,741 | $5,232+28.8% | $4,447+51.6% | $6,710+0.5% |
| Admin fee / account holder | $87 | $6,599-98.7% | $5,377-98.4% | $11,403-99.2% |