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 | $369,093 | $99,877+269.5% | $84,966+334.4% | $145,922+152.9% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 18.95% | 83.76%-64.8pp | 66.38%-47.4pp | 561.29%-542.3pp |
| Employer contribution / active EE | $3,362 | $3,231+4.0% | $2,727+23.3% | $4,660-27.9% |
| Participant deferral / active EE | $16,866 | $5,291+218.8% | $4,519+273.2% | $6,688+152.2% |
| Admin fee / account holder | $20 | $7,248-99.7% | $6,149-99.7% | $13,397-99.9% |