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 | $260,918 | $159,602+63.5% | $150,045+73.9% | $142,382+83.3% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 13.10% | 70.24%-57.1pp | 62.55%-49.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $4,400 | $4,961-11.3% | $4,693-6.3% | $4,299+2.3% |
| Participant deferral / active EE | $9,727 | $8,310+17.1% | $7,997+21.6% | $6,507+49.5% |
| Admin fee / account holder | $235 | $14,846-98.4% | $13,435-98.3% | $12,624-98.1% |