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 | $419,242 | $214,378+95.6% | $200,582+109.0% | $142,382+194.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 18.86% | 46.41%-27.5pp | 42.33%-23.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,649 | $6,841-46.7% | $6,419-43.2% | $4,299-15.1% |
| Participant deferral / active EE | $11,125 | $9,865+12.8% | $9,331+19.2% | $6,507+71.0% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |