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 | $386,723 | $177,572+117.8% | $154,803+149.8% | $142,382+171.6% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 15.82% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $4,622 | $4,810-3.9% | $4,305+7.3% | $4,299+7.5% |
| Participant deferral / active EE | $7,395 | $6,272+17.9% | $5,540+33.5% | $6,507+13.6% |
| Admin fee / account holder | $6 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |