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 | $298,940 | $173,345+72.5% | $136,007+119.8% | $145,922+104.9% |
| Participation rate | 85.7% | 80.5%+5.3pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 19.90% | 1163.32%-1143.4pp | 579.32%-559.4pp | 561.29%-541.4pp |
| Employer contribution / active EE | $3,980 | $5,278-24.6% | $4,217-5.6% | $4,660-14.6% |
| Participant deferral / active EE | $3,786 | $8,699-56.5% | $7,025-46.1% | $6,688-43.4% |
| Admin fee / account holder | $0 | $9,954-100.0% | $6,858-100.0% | $13,397-100.0% |