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 | $305,376 | $198,466+53.9% | $170,442+79.2% | $147,584+106.9% |
| Participation rate | 93.3% | 88.0%+5.4pp | 83.6%+9.7pp | 82.8%+10.5pp |
| Annual return | 23.05% | 257.29%-234.2pp | 205.93%-182.9pp | 578.55%-555.5pp |
| Employer contribution / active EE | $4,507 | $6,184-27.1% | $5,433-17.0% | $4,876-7.6% |
| Participant deferral / active EE | $2,455 | $5,629-56.4% | $4,939-50.3% | $5,439-54.9% |
| Admin fee / account holder | $152 | $16,852-99.1% | $13,880-98.9% | $10,885-98.6% |