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 | $413,528 | $162,781+154.0% | $133,956+208.7% | $158,922+160.2% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 6.85% | 41.94%-35.1pp | 45.09%-38.2pp | 302.83%-296.0pp |
| Employer contribution / active EE | $8,533 | $4,975+71.5% | $3,919+117.7% | $4,761+79.2% |
| Participant deferral / active EE | $10,431 | $5,911+76.5% | $5,048+106.6% | $5,982+74.4% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |