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 | $573,948 | $177,572+223.2% | $154,803+270.8% | $142,382+303.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 18.46% | 65.07%-46.6pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $9,616 | $4,810+99.9% | $4,305+123.3% | $4,299+123.7% |
| Participant deferral / active EE | $16,350 | $6,272+160.7% | $5,540+195.1% | $6,507+151.3% |
| Admin fee / account holder | $145 | $16,786-99.1% | $14,329-99.0% | $12,624-98.9% |