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 | $301,572 | $148,534+103.0% | $135,903+121.9% | $139,434+116.3% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 14.62% | 79.19%-64.6pp | 68.23%-53.6pp | 372.94%-358.3pp |
| Employer contribution / active EE | $8,011 | $5,243+52.8% | $4,856+65.0% | $4,751+68.6% |
| Participant deferral / active EE | $8,153 | $8,100+0.7% | $7,758+5.1% | $6,710+21.5% |
| Admin fee / account holder | $229 | $12,400-98.2% | $10,762-97.9% | $11,403-98.0% |