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 | $276,298 | $127,065+117.4% | $113,168+144.1% | $142,382+94.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.70% | 24.03%-11.3pp | 24.27%-11.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,846 | $3,442-17.3% | $2,975-4.4% | $4,299-33.8% |
| Participant deferral / active EE | $12,454 | $5,716+117.9% | $5,107+143.9% | $6,507+91.4% |
| Admin fee / account holder | $236 | $15,736-98.5% | $12,068-98.0% | $12,624-98.1% |