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 | $316,677 | $109,982+187.9% | $97,226+225.7% | $145,922+117.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 8.76% | 242.90%-234.1pp | 75.13%-66.4pp | 561.29%-552.5pp |
| Employer contribution / active EE | $4,869 | $3,084+57.9% | $2,729+78.4% | $4,660+4.5% |
| Participant deferral / active EE | $9,980 | $4,676+113.4% | $4,264+134.1% | $6,688+49.2% |
| Admin fee / account holder | $6 | $6,221-99.9% | $5,654-99.9% | $13,397-100.0% |