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 | $352,279 | $98,750+256.7% | $149,696+135.3% | $79,858+341.1% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.5%+14.3pp | 69.6%+27.1pp |
| Annual return | 14.11% | 27.43%-13.3pp | 276.60%-262.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $3,722 | $3,216+15.7% | $4,644-19.9% | $2,471+50.6% |
| Participant deferral / active EE | $13,168 | $5,680+131.8% | $6,842+92.5% | $3,740+252.1% |
| Admin fee / account holder | $73 | $6,053-98.8% | $9,309-99.2% | $5,306-98.6% |