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 | $333,412 | $177,572+87.8% | $154,803+115.4% | $142,382+134.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.05% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,766 | $4,810-63.3% | $4,305-59.0% | $4,299-58.9% |
| Participant deferral / active EE | $10,958 | $6,272+74.7% | $5,540+97.8% | $6,507+68.4% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |