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 | $266,225 | $148,534+79.2% | $135,903+95.9% | $139,434+90.9% |
| Participation rate | 81.0% | 83.9%-2.9pp | 81.9%-1.0pp | 80.3%+0.6pp |
| Annual return | 24.17% | 79.19%-55.0pp | 68.23%-44.1pp | 372.94%-348.8pp |
| Employer contribution / active EE | $3,718 | $5,243-29.1% | $4,856-23.4% | $4,751-21.7% |
| Participant deferral / active EE | $7,020 | $8,100-13.3% | $7,758-9.5% | $6,710+4.6% |
| Admin fee / account holder | $1 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |