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 | $494,221 | $176,377+180.2% | $134,143+268.4% | $158,922+211.0% |
| Participation rate | 76.9% | 78.7%-1.8pp | 72.2%+4.7pp | 82.0%-5.0pp |
| Annual return | 25.02% | 63.63%-38.6pp | 36.33%-11.3pp | 302.83%-277.8pp |
| Employer contribution / active EE | $1,178 | $5,040-76.6% | $3,704-68.2% | $4,761-75.3% |
| Participant deferral / active EE | $5,409 | $4,091+32.2% | $3,499+54.6% | $5,982-9.6% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |