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 6-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 | $279,708 | $111,724+150.4% | $93,606+198.8% | $145,922+91.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 24.01% | 202.98%-179.0pp | 133.20%-109.2pp | 561.29%-537.3pp |
| Employer contribution / active EE | $2,392 | $3,090-22.6% | $2,420-1.1% | $4,660-48.7% |
| Participant deferral / active EE | $10,105 | $4,912+105.7% | $4,411+129.1% | $6,688+51.1% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |