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 | $466,935 | $127,065+267.5% | $113,168+312.6% | $142,382+227.9% |
| Participation rate | 78.6% | 79.2%-0.6pp | 76.6%+2.0pp | 80.1%-1.5pp |
| Annual return | 14.42% | 24.03%-9.6pp | 24.27%-9.8pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,932 | $3,442+14.2% | $2,975+32.1% | $4,299-8.6% |
| Participant deferral / active EE | $10,770 | $5,716+88.4% | $5,107+110.9% | $6,507+65.5% |
| Admin fee / account holder | $58 | $15,736-99.6% | $12,068-99.5% | $12,624-99.5% |