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 | $266,206 | $177,572+49.9% | $154,803+72.0% | $142,382+87.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.90% | 65.07%-39.2pp | 58.88%-33.0pp | 217.08%-191.2pp |
| Employer contribution / active EE | $8,681 | $4,810+80.5% | $4,305+101.6% | $4,299+101.9% |
| Participant deferral / active EE | $5,234 | $6,272-16.5% | $5,540-5.5% | $6,507-19.6% |
| Admin fee / account holder | $294 | $16,786-98.2% | $14,329-97.9% | $12,624-97.7% |