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 | $256,218 | $99,877+156.5% | $84,966+201.6% | $145,922+75.6% |
| Participation rate | 90.9% | 74.1%+16.8pp | 67.5%+23.4pp | 80.3%+10.6pp |
| Annual return | 15.43% | 83.76%-68.3pp | 66.38%-51.0pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,849 | $3,231-42.8% | $2,727-32.2% | $4,660-60.3% |
| Participant deferral / active EE | $4,875 | $5,291-7.9% | $4,519+7.9% | $6,688-27.1% |
| Admin fee / account holder | $30 | $7,248-99.6% | $6,149-99.5% | $13,397-99.8% |