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 | $280,217 | $162,781+72.1% | $133,956+109.2% | $158,922+76.3% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 10.05% | 41.94%-31.9pp | 45.09%-35.0pp | 302.83%-292.8pp |
| Employer contribution / active EE | $4,100 | $4,975-17.6% | $3,919+4.6% | $4,761-13.9% |
| Participant deferral / active EE | $8,262 | $5,911+39.8% | $5,048+63.7% | $5,982+38.1% |
| Admin fee / account holder | $5 | $11,736-100.0% | $8,927-99.9% | $11,246-100.0% |