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 | $304,911 | $181,894+67.6% | $156,549+94.8% | $273,961+11.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.68% | 30.74%-26.1pp | 32.23%-27.5pp | 41.45%-36.8pp |
| Employer contribution / active EE | $2,020 | $6,248-67.7% | $5,501-63.3% | $4,869-58.5% |
| Participant deferral / active EE | $7,045 | $5,550+26.9% | $4,871+44.6% | $5,287+33.2% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |