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 | $251,887 | $183,519+37.3% | $155,509+62.0% | $145,922+72.6% |
| Participation rate | 82.6% | 82.7%-0.1pp | 78.2%+4.4pp | 80.3%+2.3pp |
| Annual return | 14.03% | 61.17%-47.1pp | 64.67%-50.6pp | 561.29%-547.3pp |
| Employer contribution / active EE | $8,804 | $5,313+65.7% | $4,672+88.4% | $4,660+88.9% |
| Participant deferral / active EE | $8,429 | $6,462+30.4% | $5,626+49.8% | $6,688+26.0% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |