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 | $301,838 | $127,065+137.5% | $113,168+166.7% | $142,382+112.0% |
| Participation rate | 73.3% | 79.2%-5.9pp | 76.6%-3.2pp | 80.1%-6.8pp |
| Annual return | 14.99% | 24.03%-9.0pp | 24.27%-9.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,088 | $3,442-39.3% | $2,975-29.8% | $4,299-51.4% |
| Participant deferral / active EE | $8,103 | $5,716+41.8% | $5,107+58.7% | $6,507+24.5% |
| Admin fee / account holder | $12 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |