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 | $282,446 | $209,411+34.9% | $178,490+58.2% | $158,922+77.7% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 6.40% | 188.75%-182.4pp | 151.07%-144.7pp | 302.83%-296.4pp |
| Employer contribution / active EE | $3,655 | $5,706-36.0% | $5,011-27.1% | $4,761-23.2% |
| Participant deferral / active EE | $4,603 | $5,954-22.7% | $5,202-11.5% | $5,982-23.0% |
| Admin fee / account holder | $202 | $17,074-98.8% | $13,984-98.6% | $11,246-98.2% |