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 | $255,977 | $181,894+40.7% | $156,549+63.5% | $273,961-6.6% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 6.85% | 30.74%-23.9pp | 32.23%-25.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $3,161 | $6,248-49.4% | $5,501-42.5% | $4,869-35.1% |
| Participant deferral / active EE | $5,977 | $5,550+7.7% | $4,871+22.7% | $5,287+13.0% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |