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 | $342,915 | $159,602+114.9% | $150,045+128.5% | $142,382+140.8% |
| Participation rate | 86.4% | 84.0%+2.4pp | 82.3%+4.0pp | 80.1%+6.2pp |
| Annual return | 19.10% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $4,461 | $4,961-10.1% | $4,693-5.0% | $4,299+3.8% |
| Participant deferral / active EE | $9,177 | $8,310+10.4% | $7,997+14.8% | $6,507+41.0% |
| Admin fee / account holder | $160 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |