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 | $261,614 | $185,822+40.8% | $169,993+53.9% | $139,434+87.6% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 16.68% | 60.50%-43.8pp | 53.37%-36.7pp | 372.94%-356.3pp |
| Employer contribution / active EE | $5,868 | $7,590-22.7% | $6,785-13.5% | $4,751+23.5% |
| Participant deferral / active EE | $15,376 | $11,622+32.3% | $10,408+47.7% | $6,710+129.1% |
| Admin fee / account holder | $165 | $15,381-98.9% | $12,815-98.7% | $11,403-98.5% |