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 | $341,020 | $181,894+87.5% | $156,549+117.8% | $273,961+24.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 11.86% | 30.74%-18.9pp | 32.23%-20.4pp | 41.45%-29.6pp |
| Employer contribution / active EE | $2,553 | $6,248-59.1% | $5,501-53.6% | $4,869-47.6% |
| Participant deferral / active EE | $10,375 | $5,550+86.9% | $4,871+113.0% | $5,287+96.2% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |