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 | $337,814 | $142,405+137.2% | $115,157+193.4% | $152,861+121.0% |
| Participation rate | 83.3% | 82.4%+1.0pp | 75.9%+7.4pp | 82.4%+0.9pp |
| Annual return | 44.20% | 41.48%+2.7pp | 35.60%+8.6pp | 345.32%-301.1pp |
| Employer contribution / active EE | $2,572 | $4,010-35.9% | $3,179-19.1% | $4,762-46.0% |
| Participant deferral / active EE | $7,963 | $5,164+54.2% | $4,168+91.0% | $5,850+36.1% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |