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 3-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 | $254,091 | $148,534+71.1% | $135,903+87.0% | $139,434+82.2% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 12.84% | 79.19%-66.3pp | 68.23%-55.4pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,286 | $5,243-56.4% | $4,856-52.9% | $4,751-51.9% |
| Participant deferral / active EE | $5,505 | $8,100-32.0% | $7,758-29.0% | $6,710-18.0% |
| Admin fee / account holder | $195 | $12,400-98.4% | $10,762-98.2% | $11,403-98.3% |