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 | $255,784 | $209,411+22.1% | $178,490+43.3% | $158,922+60.9% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 18.09% | 188.75%-170.7pp | 151.07%-133.0pp | 302.83%-284.7pp |
| Employer contribution / active EE | $6,504 | $5,706+14.0% | $5,011+29.8% | $4,761+36.6% |
| Participant deferral / active EE | $7,150 | $5,954+20.1% | $5,202+37.5% | $5,982+19.5% |
| Admin fee / account holder | $220 | $17,074-98.7% | $13,984-98.4% | $11,246-98.0% |