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 6-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 | $420,467 | $159,602+163.4% | $150,045+180.2% | $142,382+195.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 19.41% | 70.24%-50.8pp | 62.55%-43.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $11,429 | $4,961+130.4% | $4,693+143.5% | $4,299+165.9% |
| Participant deferral / active EE | $11,748 | $8,310+41.4% | $7,997+46.9% | $6,507+80.5% |
| Admin fee / account holder | $261 | $14,846-98.2% | $13,435-98.1% | $12,624-97.9% |