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 9-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 | $280,193 | $210,408+33.2% | $153,485+82.6% | $145,922+92.0% |
| Participation rate | 80.0% | 82.1%-2.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 18.32% | 13.37%+5.0pp | 15.65%+2.7pp | 561.29%-543.0pp |
| Employer contribution / active EE | $3,519 | $6,048-41.8% | $5,039-30.2% | $4,660-24.5% |
| Participant deferral / active EE | $13,402 | $7,975+68.0% | $6,757+98.3% | $6,688+100.4% |
| Admin fee / account holder | $255 | $19,419-98.7% | $12,724-98.0% | $13,397-98.1% |