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 4-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 | $263,298 | $106,584+147.0% | $101,326+159.9% | $142,382+84.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 18.42% | 36.93%-18.5pp | 36.82%-18.4pp | 217.08%-198.7pp |
| Employer contribution / active EE | $17,750 | $3,956+348.7% | $3,665+384.3% | $4,299+312.9% |
| Participant deferral / active EE | $12,400 | $8,297+49.4% | $7,994+55.1% | $6,507+90.6% |
| Admin fee / account holder | $205 | $11,446-98.2% | $11,185-98.2% | $12,624-98.4% |