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 | $252,625 | $362,131-30.2% | $285,549-11.5% | $357,791-29.4% |
| Participation rate | 100.0% | 89.8%+10.2pp | 83.2%+16.8pp | 85.6%+14.4pp |
| Annual return | 19.46% | 5.08%+14.4pp | 7.15%+12.3pp | 396.79%-377.3pp |
| Employer contribution / active EE | $6,938 | $5,952+16.6% | $5,022+38.1% | $7,508-7.6% |
| Participant deferral / active EE | $3,965 | $5,478-27.6% | $4,549-12.8% | $5,521-28.2% |
| Admin fee / account holder | $0 | $16,774-100.0% | $13,934-100.0% | $28,387-100.0% |