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 | $353,170 | $179,726+96.5% | $156,263+126.0% | $142,382+148.0% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.9%+11.1pp | 80.1%+9.9pp |
| Annual return | 18.38% | 77.86%-59.5pp | 59.47%-41.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $7,978 | $5,069+57.4% | $4,333+84.1% | $4,299+85.6% |
| Participant deferral / active EE | $7,834 | $6,956+12.6% | $6,158+27.2% | $6,507+20.4% |
| Admin fee / account holder | -$162 | $17,272-100.9% | $14,255-101.1% | $12,624-101.3% |