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 9-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 | $288,119 | $112,096+157.0% | $95,952+200.3% | $158,922+81.3% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 13.66% | 171.09%-157.4pp | 91.61%-78.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $4,194 | $3,198+31.2% | $2,541+65.1% | $4,761-11.9% |
| Participant deferral / active EE | $10,582 | $4,784+121.2% | $4,167+153.9% | $5,982+76.9% |
| Admin fee / account holder | $2 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |