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 | $734,969 | $177,572+313.9% | $154,803+374.8% | $142,382+416.2% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 17.99% | 65.07%-47.1pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,799 | $4,810-21.0% | $4,305-11.8% | $4,299-11.6% |
| Participant deferral / active EE | $8,059 | $6,272+28.5% | $5,540+45.5% | $6,507+23.9% |
| Admin fee / account holder | $109 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |