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 | $261,106 | $175,202+49.0% | $149,673+74.5% | $139,434+87.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 30.55% | 166.71%-136.2pp | 134.42%-103.9pp | 372.94%-342.4pp |
| Employer contribution / active EE | $2,291 | $5,474-58.1% | $4,818-52.4% | $4,751-51.8% |
| Participant deferral / active EE | $2,850 | $6,519-56.3% | $5,680-49.8% | $6,710-57.5% |
| Admin fee / account holder | $6 | $16,150-100.0% | $13,210-100.0% | $11,403-99.9% |