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 | $672,378 | $159,602+321.3% | $150,045+348.1% | $142,382+372.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 29.70% | 70.24%-40.5pp | 62.55%-32.8pp | 217.08%-187.4pp |
| Employer contribution / active EE | $1,242 | $4,961-75.0% | $4,693-73.5% | $4,299-71.1% |
| Participant deferral / active EE | $3,105 | $8,310-62.6% | $7,997-61.2% | $6,507-52.3% |
| Admin fee / account holder | $40 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |