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 | $288,366 | $159,602+80.7% | $150,045+92.2% | $142,382+102.5% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 15.30% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $9,026 | $4,961+81.9% | $4,693+92.3% | $4,299+109.9% |
| Participant deferral / active EE | $12,100 | $8,310+45.6% | $7,997+51.3% | $6,507+86.0% |
| Admin fee / account holder | $190 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |