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 | $293,119 | $106,515+175.2% | $96,683+203.2% | $139,434+110.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 20.24% | 38.43%-18.2pp | 35.69%-15.5pp | 372.94%-352.7pp |
| Employer contribution / active EE | $3,090 | $4,103-24.7% | $3,737-17.3% | $4,751-35.0% |
| Participant deferral / active EE | $7,027 | $5,454+28.8% | $4,878+44.1% | $6,710+4.7% |
| Admin fee / account holder | $205 | $7,877-97.4% | $6,730-97.0% | $11,403-98.2% |