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 | $266,928 | $100,773+164.9% | $88,946+200.1% | $142,382+87.5% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 18.91% | 70.18%-51.3pp | 57.82%-38.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,753 | $2,918-5.7% | $2,555+7.7% | $4,299-36.0% |
| Participant deferral / active EE | $20,500 | $5,230+291.9% | $4,581+347.5% | $6,507+215.0% |
| Admin fee / account holder | $246 | $9,693-97.5% | $8,261-97.0% | $12,624-98.1% |