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 | $570,453 | $159,602+257.4% | $150,045+280.2% | $142,382+300.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 14.97% | 70.24%-55.3pp | 62.55%-47.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $14,776 | $4,961+197.9% | $4,693+214.8% | $4,299+243.7% |
| Participant deferral / active EE | $15,483 | $8,310+86.3% | $7,997+93.6% | $6,507+137.9% |
| Admin fee / account holder | $11 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |