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 | $295,454 | $117,983+150.4% | $101,794+190.2% | $142,382+107.5% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 13.81% | 36.92%-23.1pp | 30.53%-16.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,624 | $2,773-41.4% | $2,289-29.0% | $4,299-62.2% |
| Participant deferral / active EE | $3,576 | $4,714-24.1% | $4,084-12.4% | $6,507-45.0% |
| Admin fee / account holder | $143 | $10,433-98.6% | $8,777-98.4% | $12,624-98.9% |