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 | $407,337 | $183,963+121.4% | $162,163+151.2% | $152,861+166.5% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.4%+9.2pp |
| Annual return | 29.83% | 150.76%-120.9pp | 115.59%-85.8pp | 345.32%-315.5pp |
| Employer contribution / active EE | $5,515 | $6,371-13.4% | $5,614-1.8% | $4,762+15.8% |
| Participant deferral / active EE | $12,004 | $8,034+49.4% | $7,298+64.5% | $5,850+105.2% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |