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 | $674,147 | $214,378+214.5% | $200,582+236.1% | $142,382+373.5% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 16.05% | 46.41%-30.4pp | 42.33%-26.3pp | 217.08%-201.0pp |
| Employer contribution / active EE | $11,895 | $6,841+73.9% | $6,419+85.3% | $4,299+176.7% |
| Participant deferral / active EE | $14,634 | $9,865+48.3% | $9,331+56.8% | $6,507+124.9% |
| Admin fee / account holder | $262 | $17,692-98.5% | $16,305-98.4% | $12,624-97.9% |