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 | $253,648 | $211,958+19.7% | $169,463+49.7% | $135,375+87.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 10.91% | 3.26%+7.6pp | 1.83%+9.1pp | 519.73%-508.8pp |
| Employer contribution / active EE | $1,368 | $5,120-73.3% | $4,159-67.1% | $4,779-71.4% |
| Participant deferral / active EE | $8,362 | $6,075+37.6% | $5,277+58.5% | $5,609+49.1% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |