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 | $312,913 | $149,734+109.0% | $118,925+163.1% | $158,922+96.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 11.54% | 19.95%-8.4pp | 35.88%-24.3pp | 302.83%-291.3pp |
| Employer contribution / active EE | $1,700 | $4,115-58.7% | $3,263-47.9% | $4,761-64.3% |
| Participant deferral / active EE | $6,930 | $5,223+32.7% | $4,265+62.5% | $5,982+15.8% |
| Admin fee / account holder | $79 | $8,603-99.1% | $6,581-98.8% | $11,246-99.3% |