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 | $302,007 | $110,257+173.9% | $96,544+212.8% | $139,434+116.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 21.73% | 26.32%-4.6pp | 25.84%-4.1pp | 372.94%-351.2pp |
| Employer contribution / active EE | $2,881 | $3,620-20.4% | $2,965-2.8% | $4,751-39.4% |
| Participant deferral / active EE | $8,981 | $5,548+61.9% | $4,851+85.1% | $6,710+33.8% |
| Admin fee / account holder | $35 | $11,591-99.7% | $8,252-99.6% | $11,403-99.7% |