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 | $268,152 | $106,515+151.8% | $96,683+177.4% | $139,434+92.3% |
| Participation rate | 73.3% | 77.8%-4.5pp | 74.3%-1.0pp | 80.3%-7.0pp |
| Annual return | 12.55% | 38.43%-25.9pp | 35.69%-23.1pp | 372.94%-360.4pp |
| Employer contribution / active EE | $2,138 | $4,103-47.9% | $3,737-42.8% | $4,751-55.0% |
| Participant deferral / active EE | $6,592 | $5,454+20.9% | $4,878+35.1% | $6,710-1.8% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |