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 | $266,494 | $135,952+96.0% | $123,892+115.1% | $273,961-2.7% |
| Participation rate | 94.7% | 84.1%+10.7pp | 81.4%+13.3pp | 83.0%+11.7pp |
| Annual return | 6.86% | 56.63%-49.8pp | 47.52%-40.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $5,368 | $5,170+3.8% | $4,617+16.3% | $4,869+10.3% |
| Participant deferral / active EE | $7,210 | $6,343+13.7% | $5,984+20.5% | $5,287+36.4% |
| Admin fee / account holder | $289 | $9,817-97.1% | $8,357-96.5% | $10,132-97.1% |