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 | $366,116 | $116,175+215.1% | $93,606+291.1% | $152,861+139.5% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 23.50% | 35.96%-12.5pp | 32.76%-9.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $2,929 | $3,218-9.0% | $2,718+7.8% | $4,762-38.5% |
| Participant deferral / active EE | $8,436 | $4,603+83.3% | $4,069+107.3% | $5,850+44.2% |
| Admin fee / account holder | $229 | $10,748-97.9% | $7,888-97.1% | $11,596-98.0% |