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 | $265,440 | $115,770+129.3% | $101,248+162.2% | $158,922+67.0% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 20.86% | 56.14%-35.3pp | 46.47%-25.6pp | 302.83%-282.0pp |
| Employer contribution / active EE | $2,720 | $4,175-34.8% | $3,660-25.7% | $4,761-42.9% |
| Participant deferral / active EE | $6,687 | $4,957+34.9% | $4,370+53.0% | $5,982+11.8% |
| Admin fee / account holder | $232 | $7,245-96.8% | $5,945-96.1% | $11,246-97.9% |