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 | $375,954 | $159,602+135.6% | $150,045+150.6% | $142,382+164.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.20% | 70.24%-53.0pp | 62.55%-45.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $12,260 | $4,961+147.1% | $4,693+161.2% | $4,299+185.2% |
| Participant deferral / active EE | $6,400 | $8,310-23.0% | $7,997-20.0% | $6,507-1.6% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |