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 8-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 | $454,408 | $117,983+285.1% | $101,794+346.4% | $142,382+219.1% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 13.27% | 36.92%-23.6pp | 30.53%-17.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $5,784 | $2,773+108.6% | $2,289+152.7% | $4,299+34.5% |
| Participant deferral / active EE | $11,082 | $4,714+135.1% | $4,084+171.4% | $6,507+70.3% |
| Admin fee / account holder | $169 | $10,433-98.4% | $8,777-98.1% | $12,624-98.7% |