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 | $320,402 | $87,841+264.8% | $133,980+139.1% | $62,891+409.5% |
| Participation rate | 82.4% | 83.4%-1.0pp | 87.1%-4.7pp | 69.3%+13.0pp |
| Annual return | 10.12% | 12.05%-1.9pp | 29.30%-19.2pp | 20.14%-10.0pp |
| Employer contribution / active EE | $16,753 | $3,483+381.0% | $5,211+221.5% | $2,281+634.5% |
| Participant deferral / active EE | $8,864 | $4,812+84.2% | $6,282+41.1% | $3,203+176.7% |
| Admin fee / account holder | $204 | $5,371-96.2% | $9,324-97.8% | $4,296-95.2% |