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 | $436,728 | $157,256+177.7% | $141,162+209.4% | $152,861+185.7% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 29.13% | 64.32%-35.2pp | 71.39%-42.3pp | 345.32%-316.2pp |
| Employer contribution / active EE | $5,309 | $5,261+0.9% | $4,735+12.1% | $4,762+11.5% |
| Participant deferral / active EE | $6,559 | $7,109-7.7% | $6,709-2.2% | $5,850+12.1% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |