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 | $377,338 | $217,402+73.6% | $185,823+103.1% | $167,490+125.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 25.57% | 148.36%-122.8pp | 122.05%-96.5pp | 478.56%-453.0pp |
| Employer contribution / active EE | $2,333 | $5,873-60.3% | $5,167-54.9% | $4,837-51.8% |
| Participant deferral / active EE | $8,667 | $6,356+36.3% | $5,568+55.7% | $6,341+36.7% |
| Admin fee / account holder | $274 | $19,811-98.6% | $16,237-98.3% | $12,309-97.8% |