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 | $310,295 | $159,602+94.4% | $150,045+106.8% | $142,382+117.9% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 15.48% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $4,344 | $4,961-12.4% | $4,693-7.4% | $4,299+1.0% |
| Participant deferral / active EE | $11,540 | $8,310+38.9% | $7,997+44.3% | $6,507+77.3% |
| Admin fee / account holder | $144 | $14,846-99.0% | $13,435-98.9% | $12,624-98.9% |