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 | $293,975 | $110,257+166.6% | $96,544+204.5% | $139,434+110.8% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.5pp |
| Annual return | 17.00% | 26.32%-9.3pp | 25.84%-8.8pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,013 | $3,620-72.0% | $2,965-65.8% | $4,751-78.7% |
| Participant deferral / active EE | $6,947 | $5,548+25.2% | $4,851+43.2% | $6,710+3.5% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |