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 | $382,617 | $179,726+112.9% | $156,263+144.9% | $142,382+168.7% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 15.71% | 77.86%-62.1pp | 59.47%-43.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,776 | $5,069-45.2% | $4,333-35.9% | $4,299-35.4% |
| Participant deferral / active EE | $13,526 | $6,956+94.4% | $6,158+119.6% | $6,507+107.9% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |