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 | $460,434 | $109,327+321.2% | $89,391+415.1% | $158,922+189.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 12.64% | 345.68%-333.0pp | 245.62%-233.0pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,521 | $3,170-52.0% | $2,586-41.2% | $4,761-68.1% |
| Participant deferral / active EE | $9,160 | $4,598+99.2% | $3,890+135.5% | $5,982+53.1% |
| Admin fee / account holder | $44 | $6,153-99.3% | $4,881-99.1% | $11,246-99.6% |