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 | $440,587 | $148,534+196.6% | $135,903+224.2% | $139,434+216.0% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 18.74% | 79.19%-60.5pp | 68.23%-49.5pp | 372.94%-354.2pp |
| Employer contribution / active EE | $8,556 | $5,243+63.2% | $4,856+76.2% | $4,751+80.1% |
| Participant deferral / active EE | $13,811 | $8,100+70.5% | $7,758+78.0% | $6,710+105.8% |
| Admin fee / account holder | $172 | $12,400-98.6% | $10,762-98.4% | $11,403-98.5% |