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 | $361,130 | $176,056+105.1% | $159,436+126.5% | $167,490+115.6% |
| Participation rate | 92.9% | 84.9%+7.9pp | 82.8%+10.0pp | 82.1%+10.8pp |
| Annual return | 15.78% | 331.75%-316.0pp | 263.57%-247.8pp | 478.56%-462.8pp |
| Employer contribution / active EE | $7,578 | $5,297+43.1% | $4,829+56.9% | $4,837+56.7% |
| Participant deferral / active EE | $6,673 | $7,750-13.9% | $7,352-9.2% | $6,341+5.2% |
| Admin fee / account holder | $9 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |