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 6-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 | $320,638 | $177,572+80.6% | $154,803+107.1% | $142,382+125.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 36.90% | 65.07%-28.2pp | 58.88%-22.0pp | 217.08%-180.2pp |
| Employer contribution / active EE | $6,711 | $4,810+39.5% | $4,305+55.9% | $4,299+56.1% |
| Participant deferral / active EE | $6,886 | $6,272+9.8% | $5,540+24.3% | $6,507+5.8% |
| Admin fee / account holder | $164 | $16,786-99.0% | $14,329-98.9% | $12,624-98.7% |