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 9-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 | $348,958 | $106,584+227.4% | $101,326+244.4% | $142,382+145.1% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 18.50% | 36.93%-18.4pp | 36.82%-18.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $14,770 | $3,956+273.4% | $3,665+303.0% | $4,299+243.6% |
| Participant deferral / active EE | $8,690 | $8,297+4.7% | $7,994+8.7% | $6,507+33.5% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |