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 | $350,374 | $177,572+97.3% | $154,803+126.3% | $142,382+146.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.98% | 65.07%-48.1pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,790 | $4,810-62.8% | $4,305-58.4% | $4,299-58.4% |
| Participant deferral / active EE | $3,160 | $6,272-49.6% | $5,540-43.0% | $6,507-51.4% |
| Admin fee / account holder | $97 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |