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 | $682,707 | $201,272+239.2% | $184,203+270.6% | $145,922+367.9% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 14.07% | 29.00%-14.9pp | 28.81%-14.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $5,907 | $7,022-15.9% | $6,427-8.1% | $4,660+26.8% |
| Participant deferral / active EE | $15,903 | $9,806+62.2% | $9,131+74.2% | $6,688+137.8% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |