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 | $457,684 | $183,963+148.8% | $162,163+182.2% | $152,861+199.4% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 24.21% | 150.76%-126.6pp | 115.59%-91.4pp | 345.32%-321.1pp |
| Employer contribution / active EE | $10,858 | $6,371+70.4% | $5,614+93.4% | $4,762+128.0% |
| Participant deferral / active EE | $11,331 | $8,034+41.0% | $7,298+55.3% | $5,850+93.7% |
| Admin fee / account holder | $71 | $13,121-99.5% | $10,843-99.3% | $11,596-99.4% |