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 3-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 | $298,046 | $89,753+232.1% | $107,525+177.2% | $84,808+251.4% |
| Participation rate | 96.9% | 68.1%+28.8pp | 75.1%+21.8pp | 68.3%+28.6pp |
| Annual return | 31.61% | 29.48%+2.1pp | 181.32%-149.7pp | 40.90%-9.3pp |
| Employer contribution / active EE | $2,160 | $3,113-30.6% | $3,754-42.4% | $2,631-17.9% |
| Participant deferral / active EE | $6,909 | $4,056+70.3% | $5,116+35.1% | $4,212+64.1% |
| Admin fee / account holder | $3 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |