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 | $416,463 | $149,734+178.1% | $118,925+250.2% | $158,922+162.1% |
| Participation rate | 83.3% | 82.1%+1.3pp | 75.4%+8.0pp | 82.0%+1.4pp |
| Annual return | 12.67% | 19.95%-7.3pp | 35.88%-23.2pp | 302.83%-290.2pp |
| Employer contribution / active EE | $5,877 | $4,115+42.8% | $3,263+80.1% | $4,761+23.4% |
| Participant deferral / active EE | $8,959 | $5,223+71.5% | $4,265+110.1% | $5,982+49.8% |
| Admin fee / account holder | $274 | $8,603-96.8% | $6,581-95.8% | $11,246-97.6% |