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 | $323,401 | $209,411+54.4% | $178,490+81.2% | $158,922+103.5% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 7.89% | 188.75%-180.9pp | 151.07%-143.2pp | 302.83%-294.9pp |
| Employer contribution / active EE | $1,467 | $5,706-74.3% | $5,011-70.7% | $4,761-69.2% |
| Participant deferral / active EE | $8,268 | $5,954+38.9% | $5,202+59.0% | $5,982+38.2% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |