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 | $296,414 | $201,272+47.3% | $184,203+60.9% | $145,922+103.1% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 23.58% | 29.00%-5.4pp | 28.81%-5.2pp | 561.29%-537.7pp |
| Employer contribution / active EE | $4,022 | $7,022-42.7% | $6,427-37.4% | $4,660-13.7% |
| Participant deferral / active EE | $11,252 | $9,806+14.7% | $9,131+23.2% | $6,688+68.3% |
| Admin fee / account holder | $120 | $16,364-99.3% | $13,901-99.1% | $13,397-99.1% |