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 | $313,577 | $115,770+170.9% | $101,248+209.7% | $158,922+97.3% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 10.50% | 56.14%-45.6pp | 46.47%-36.0pp | 302.83%-292.3pp |
| Employer contribution / active EE | $1,970 | $4,175-52.8% | $3,660-46.2% | $4,761-58.6% |
| Participant deferral / active EE | $1,941 | $4,957-60.8% | $4,370-55.6% | $5,982-67.6% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |