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 | $361,140 | $177,572+103.4% | $154,803+133.3% | $142,382+153.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 19.48% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,557 | $4,810-26.1% | $4,305-17.4% | $4,299-17.3% |
| Participant deferral / active EE | $14,150 | $6,272+125.6% | $5,540+155.4% | $6,507+117.4% |
| Admin fee / account holder | $5 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |