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 | $448,829 | $109,881+308.5% | $150,045+199.1% | $84,808+429.2% |
| Participation rate | 81.5% | 76.1%+5.4pp | 82.3%-0.8pp | 68.3%+13.2pp |
| Annual return | 21.18% | 28.25%-7.1pp | 62.55%-41.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $4,772 | $3,561+34.0% | $4,693+1.7% | $2,631+81.4% |
| Participant deferral / active EE | $9,665 | $6,636+45.7% | $7,997+20.9% | $4,212+129.5% |
| Admin fee / account holder | $203 | $8,568-97.6% | $13,435-98.5% | $7,344-97.2% |