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 | $419,791 | $110,257+280.7% | $96,544+334.8% | $139,434+201.1% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 13.25% | 26.32%-13.1pp | 25.84%-12.6pp | 372.94%-359.7pp |
| Employer contribution / active EE | $3,996 | $3,620+10.4% | $2,965+34.8% | $4,751-15.9% |
| Participant deferral / active EE | $13,101 | $5,548+136.2% | $4,851+170.1% | $6,710+95.2% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |