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 | $389,640 | $175,202+122.4% | $149,673+160.3% | $139,434+179.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 16.15% | 166.71%-150.6pp | 134.42%-118.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,843 | $5,474-48.1% | $4,818-41.0% | $4,751-40.2% |
| Participant deferral / active EE | $6,088 | $6,519-6.6% | $5,680+7.2% | $6,710-9.3% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |