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 | $283,462 | $85,766+230.5% | $136,294+108.0% | $70,131+304.2% |
| Participation rate | 79.3% | 74.2%+5.2pp | 81.9%-2.6pp | 69.5%+9.8pp |
| Annual return | 15.00% | 31.45%-16.5pp | 5155.94%-5140.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $3,294 | $2,966+11.1% | $4,695-29.8% | $2,342+40.6% |
| Participant deferral / active EE | $8,620 | $5,051+70.6% | $6,247+38.0% | $3,332+158.7% |
| Admin fee / account holder | $6 | $5,420-99.9% | $9,243-99.9% | $4,645-99.9% |