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 | $287,372 | $167,307+71.8% | $143,757+99.9% | $134,475+113.7% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | 1.37% | 0.46%+0.9pp | -0.04%+1.4pp | 417.96%-416.6pp |
| Employer contribution / active EE | $3,005 | $5,619-46.5% | $4,951-39.3% | $4,740-36.6% |
| Participant deferral / active EE | $7,732 | $6,446+20.0% | $5,637+37.2% | $6,400+20.8% |
| Admin fee / account holder | $195 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |