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 | $403,914 | $114,381+253.1% | $107,525+275.6% | $142,382+183.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.67% | 242.71%-226.0pp | 181.32%-164.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,004 | $4,015-25.2% | $3,754-20.0% | $4,299-30.1% |
| Participant deferral / active EE | $11,982 | $5,564+115.3% | $5,116+134.2% | $6,507+84.1% |
| Admin fee / account holder | $64 | $9,860-99.3% | $8,919-99.3% | $12,624-99.5% |