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 | $534,238 | $214,378+149.2% | $200,582+166.3% | $142,382+275.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.08% | 46.41%-30.3pp | 42.33%-26.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,856 | $6,841-43.6% | $6,419-39.9% | $4,299-10.3% |
| Participant deferral / active EE | $8,135 | $9,865-17.5% | $9,331-12.8% | $6,507+25.0% |
| Admin fee / account holder | $113 | $17,692-99.4% | $16,305-99.3% | $12,624-99.1% |