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 | $269,686 | $183,963+46.6% | $162,163+66.3% | $152,861+76.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 18.61% | 150.76%-132.2pp | 115.59%-97.0pp | 345.32%-326.7pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $11,771 | $8,034+46.5% | $7,298+61.3% | $5,850+101.2% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |