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 9-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 | $318,019 | $177,572+79.1% | $154,803+105.4% | $142,382+123.4% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.1%+11.4pp | 80.1%+9.4pp |
| Annual return | 19.82% | 65.07%-45.3pp | 58.88%-39.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $4,066 | $4,810-15.5% | $4,305-5.6% | $4,299-5.4% |
| Participant deferral / active EE | $8,019 | $6,272+27.9% | $5,540+44.7% | $6,507+23.2% |
| Admin fee / account holder | $104 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |