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 | $296,737 | $140,940+110.5% | $112,229+164.4% | $139,434+112.8% |
| Participation rate | 92.3% | 79.2%+13.1pp | 72.4%+19.9pp | 80.3%+12.0pp |
| Annual return | 19.59% | 32.71%-13.1pp | 30.20%-10.6pp | 372.94%-353.4pp |
| Employer contribution / active EE | $13,649 | $4,283+218.7% | $3,430+297.9% | $4,751+187.3% |
| Participant deferral / active EE | $13,215 | $5,874+125.0% | $4,798+175.4% | $6,710+96.9% |
| Admin fee / account holder | $192 | $9,954-98.1% | $7,748-97.5% | $11,403-98.3% |