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 | $331,845 | $100,754+229.4% | $86,677+282.9% | $134,475+146.8% |
| Participation rate | 81.8% | 78.9%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -14.58% | 29.04%-43.6pp | 35.91%-50.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,909 | $3,489-16.6% | $2,836+2.5% | $4,740-38.6% |
| Participant deferral / active EE | $8,074 | $5,338+51.3% | $4,656+73.4% | $6,400+26.2% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |