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 7-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 | $260,309 | $159,602+63.1% | $150,045+73.5% | $142,382+82.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 39.93% | 70.24%-30.3pp | 62.55%-22.6pp | 217.08%-177.1pp |
| Employer contribution / active EE | $1,992 | $4,961-59.8% | $4,693-57.6% | $4,299-53.7% |
| Participant deferral / active EE | $15,285 | $8,310+83.9% | $7,997+91.1% | $6,507+134.9% |
| Admin fee / account holder | $71 | $14,846-99.5% | $13,435-99.5% | $12,624-99.4% |