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 | $318,159 | $214,378+48.4% | $200,582+58.6% | $142,382+123.5% |
| Participation rate | 92.9% | 87.4%+5.4pp | 86.9%+6.0pp | 80.1%+12.7pp |
| Annual return | 17.80% | 46.41%-28.6pp | 42.33%-24.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $16,554 | $6,841+142.0% | $6,419+157.9% | $4,299+285.0% |
| Participant deferral / active EE | $18,286 | $9,865+85.4% | $9,331+96.0% | $6,507+181.0% |
| Admin fee / account holder | $290 | $17,692-98.4% | $16,305-98.2% | $12,624-97.7% |