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 | $252,032 | $127,065+98.3% | $113,168+122.7% | $142,382+77.0% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 15.96% | 24.03%-8.1pp | 24.27%-8.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,216 | $3,442-35.6% | $2,975-25.5% | $4,299-48.4% |
| Participant deferral / active EE | $7,870 | $5,716+37.7% | $5,107+54.1% | $6,507+20.9% |
| Admin fee / account holder | $289 | $15,736-98.2% | $12,068-97.6% | $12,624-97.7% |