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 | $263,328 | $159,602+65.0% | $150,045+75.5% | $142,382+84.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 17.84% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $7,167 | $4,961+44.5% | $4,693+52.7% | $4,299+66.7% |
| Participant deferral / active EE | $17,655 | $8,310+112.4% | $7,997+120.8% | $6,507+171.3% |
| Admin fee / account holder | $110 | $14,846-99.3% | $13,435-99.2% | $12,624-99.1% |