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 | $350,472 | $117,983+197.1% | $101,794+244.3% | $142,382+146.1% |
| Participation rate | 89.5% | 74.2%+15.2pp | 69.2%+20.3pp | 80.1%+9.4pp |
| Annual return | 16.29% | 36.92%-20.6pp | 30.53%-14.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $4,073 | $2,773+46.9% | $2,289+78.0% | $4,299-5.3% |
| Participant deferral / active EE | $5,954 | $4,714+26.3% | $4,084+45.8% | $6,507-8.5% |
| Admin fee / account holder | $1 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |