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 | $270,137 | $159,602+69.3% | $150,045+80.0% | $142,382+89.7% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 13.72% | 70.24%-56.5pp | 62.55%-48.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $8,872 | $4,961+78.8% | $4,693+89.0% | $4,299+106.4% |
| Participant deferral / active EE | $4,143 | $8,310-50.1% | $7,997-48.2% | $6,507-36.3% |
| Admin fee / account holder | $186 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |