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 | $257,833 | $165,335+55.9% | $149,696+72.2% | $158,922+62.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 25.80% | 348.15%-322.3pp | 276.60%-250.8pp | 302.83%-277.0pp |
| Employer contribution / active EE | $2,616 | $5,103-48.7% | $4,644-43.7% | $4,761-45.1% |
| Participant deferral / active EE | $8,479 | $7,181+18.1% | $6,842+23.9% | $5,982+41.7% |
| Admin fee / account holder | $12 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |