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 | $321,588 | $214,378+50.0% | $200,582+60.3% | $142,382+125.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.03% | 46.41%-26.4pp | 42.33%-22.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,749 | $6,841-74.4% | $6,419-72.8% | $4,299-59.3% |
| Participant deferral / active EE | $16,625 | $9,865+68.5% | $9,331+78.2% | $6,507+155.5% |
| Admin fee / account holder | $254 | $17,692-98.6% | $16,305-98.4% | $12,624-98.0% |