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 | $277,095 | $116,175+138.5% | $93,606+196.0% | $152,861+81.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 24.31% | 35.96%-11.7pp | 32.76%-8.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,778 | $3,218-44.7% | $2,718-34.6% | $4,762-62.7% |
| Participant deferral / active EE | $4,547 | $4,603-1.2% | $4,069+11.8% | $5,850-22.3% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |