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 | $264,107 | $153,311+72.3% | $109,313+141.6% | $273,961-3.6% |
| Participation rate | 90.9% | 80.1%+10.8pp | 71.3%+19.6pp | 83.0%+7.9pp |
| Annual return | 5.48% | 29.86%-24.4pp | 22.07%-16.6pp | 41.45%-36.0pp |
| Employer contribution / active EE | $6,434 | $5,619+14.5% | $3,892+65.3% | $4,869+32.2% |
| Participant deferral / active EE | $8,356 | $3,932+112.5% | $3,166+163.9% | $5,287+58.1% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |