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 | $255,921 | $117,983+116.9% | $101,794+151.4% | $142,382+79.7% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.2%+0.8pp | 80.1%-10.1pp |
| Annual return | 12.90% | 36.92%-24.0pp | 30.53%-17.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,303 | $2,773-17.0% | $2,289+0.6% | $4,299-46.4% |
| Participant deferral / active EE | $8,343 | $4,714+77.0% | $4,084+104.3% | $6,507+28.2% |
| Admin fee / account holder | $96 | $10,433-99.1% | $8,777-98.9% | $12,624-99.2% |