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 5-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 | $268,623 | $159,602+68.3% | $150,045+79.0% | $142,382+88.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.12% | 70.24%-46.1pp | 62.55%-38.4pp | 217.08%-193.0pp |
| Employer contribution / active EE | $33,407 | $4,961+573.4% | $4,693+611.8% | $4,299+677.1% |
| Participant deferral / active EE | $15,929 | $8,310+91.7% | $7,997+99.2% | $6,507+144.8% |
| Admin fee / account holder | $281 | $14,846-98.1% | $13,435-97.9% | $12,624-97.8% |