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 | $267,763 | $114,237+134.4% | $119,258+124.5% | $167,490+59.9% |
| Participation rate | 84.6% | 83.7%+0.9pp | 82.7%+1.9pp | 82.1%+2.5pp |
| Annual return | 17.85% | 29.87%-12.0pp | 30.69%-12.8pp | 478.56%-460.7pp |
| Employer contribution / active EE | $3,941 | $4,481-12.0% | $4,384-10.1% | $4,837-18.5% |
| Participant deferral / active EE | $3,941 | $6,084-35.2% | $6,111-35.5% | $6,341-37.8% |
| Admin fee / account holder | $38 | $8,932-99.6% | $7,226-99.5% | $12,309-99.7% |