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 | $263,922 | $179,726+46.8% | $156,263+68.9% | $142,382+85.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.10% | 77.86%-58.8pp | 59.47%-40.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $5,354 | $5,069+5.6% | $4,333+23.6% | $4,299+24.5% |
| Participant deferral / active EE | $18,769 | $6,956+169.8% | $6,158+204.8% | $6,507+188.4% |
| Admin fee / account holder | $170 | $17,272-99.0% | $14,255-98.8% | $12,624-98.7% |