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 | $348,977 | $165,335+111.1% | $149,696+133.1% | $158,922+119.6% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 11.48% | 348.15%-336.7pp | 276.60%-265.1pp | 302.83%-291.3pp |
| Employer contribution / active EE | $6,407 | $5,103+25.5% | $4,644+37.9% | $4,761+34.6% |
| Participant deferral / active EE | $7,933 | $7,181+10.5% | $6,842+15.9% | $5,982+32.6% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |