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 6-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 | $431,638 | $177,572+143.1% | $154,803+178.8% | $142,382+203.2% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 11.93% | 65.07%-53.1pp | 58.88%-46.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,353 | $4,810-51.1% | $4,305-45.4% | $4,299-45.3% |
| Participant deferral / active EE | $11,912 | $6,272+89.9% | $5,540+115.0% | $6,507+83.1% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |