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 | $282,961 | $159,602+77.3% | $150,045+88.6% | $142,382+98.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.13% | 70.24%-53.1pp | 62.55%-45.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $4,457 | $4,961-10.1% | $4,693-5.0% | $4,299+3.7% |
| Participant deferral / active EE | $13,579 | $8,310+63.4% | $7,997+69.8% | $6,507+108.7% |
| Admin fee / account holder | $137 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |