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 | $348,280 | $114,381+204.5% | $107,525+223.9% | $142,382+144.6% |
| Participation rate | 77.3% | 78.1%-0.9pp | 75.1%+2.2pp | 80.1%-2.8pp |
| Annual return | 14.13% | 242.71%-228.6pp | 181.32%-167.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $9,722 | $4,015+142.2% | $3,754+159.0% | $4,299+126.1% |
| Participant deferral / active EE | $5,031 | $5,564-9.6% | $5,116-1.7% | $6,507-22.7% |
| Admin fee / account holder | $253 | $9,860-97.4% | $8,919-97.2% | $12,624-98.0% |