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 | $328,334 | $165,335+98.6% | $149,696+119.3% | $158,922+106.6% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 19.29% | 348.15%-328.9pp | 276.60%-257.3pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,981 | $5,103-61.2% | $4,644-57.3% | $4,761-58.4% |
| Participant deferral / active EE | $8,160 | $7,181+13.6% | $6,842+19.3% | $5,982+36.4% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |