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 7-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 | $275,835 | $159,602+72.8% | $150,045+83.8% | $142,382+93.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 19.81% | 70.24%-50.4pp | 62.55%-42.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $5,389 | $4,961+8.6% | $4,693+14.8% | $4,299+25.3% |
| Participant deferral / active EE | $17,678 | $8,310+112.7% | $7,997+121.1% | $6,507+171.7% |
| Admin fee / account holder | $292 | $14,846-98.0% | $13,435-97.8% | $12,624-97.7% |