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 | $408,664 | $214,378+90.6% | $200,582+103.7% | $142,382+187.0% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 19.58% | 46.41%-26.8pp | 42.33%-22.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,286 | $6,841-66.6% | $6,419-64.4% | $4,299-46.8% |
| Participant deferral / active EE | $14,298 | $9,865+44.9% | $9,331+53.2% | $6,507+119.7% |
| Admin fee / account holder | $7 | $17,692-100.0% | $16,305-100.0% | $12,624-99.9% |