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 7-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 | $441,978 | $163,101+171.0% | $136,749+223.2% | $142,382+210.4% |
| Participation rate | 75.0% | 78.2%-3.2pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 16.56% | 27.54%-11.0pp | 24.33%-7.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,994 | $4,117-3.0% | $3,400+17.5% | $4,299-7.1% |
| Participant deferral / active EE | $14,517 | $5,585+159.9% | $4,692+209.4% | $6,507+123.1% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |