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 | $253,510 | $201,272+26.0% | $184,203+37.6% | $145,922+73.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.31% | 29.00%-15.7pp | 28.81%-15.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $4,024 | $7,022-42.7% | $6,427-37.4% | $4,660-13.6% |
| Participant deferral / active EE | $4,604 | $9,806-53.0% | $9,131-49.6% | $6,688-31.2% |
| Admin fee / account holder | $56 | $16,364-99.7% | $13,901-99.6% | $13,397-99.6% |