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 | $440,016 | $197,591+122.7% | $177,821+147.4% | $158,922+176.9% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 11.62% | 58.76%-47.1pp | 48.32%-36.7pp | 302.83%-291.2pp |
| Employer contribution / active EE | $7,778 | $6,697+16.1% | $5,918+31.4% | $4,761+63.4% |
| Participant deferral / active EE | $12,551 | $8,405+49.3% | $7,714+62.7% | $5,982+109.8% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |