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 | $365,508 | $183,963+98.7% | $162,163+125.4% | $152,861+139.1% |
| Participation rate | 86.7% | 88.5%-1.8pp | 87.6%-0.9pp | 82.4%+4.2pp |
| Annual return | 31.00% | 150.76%-119.8pp | 115.59%-84.6pp | 345.32%-314.3pp |
| Employer contribution / active EE | $6,884 | $6,371+8.1% | $5,614+22.6% | $4,762+44.5% |
| Participant deferral / active EE | $16,498 | $8,034+105.4% | $7,298+126.1% | $5,850+182.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |