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 | $252,027 | $116,175+116.9% | $93,606+169.2% | $152,861+64.9% |
| Participation rate | 78.6% | 78.0%+0.5pp | 75.8%+2.7pp | 82.4%-3.9pp |
| Annual return | 26.16% | 35.96%-9.8pp | 32.76%-6.6pp | 345.32%-319.2pp |
| Employer contribution / active EE | $2,944 | $3,218-8.5% | $2,718+8.3% | $4,762-38.2% |
| Participant deferral / active EE | $5,168 | $4,603+12.3% | $4,069+27.0% | $5,850-11.7% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |