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 | $493,203 | $133,922+268.3% | $116,228+324.3% | $142,382+246.4% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.6%+15.4pp | 80.1%+9.9pp |
| Annual return | 10.34% | 147.76%-137.4pp | 90.06%-79.7pp | 217.08%-206.7pp |
| Employer contribution / active EE | $13,872 | $3,446+302.6% | $2,994+363.3% | $4,299+222.7% |
| Participant deferral / active EE | $12,871 | $5,672+126.9% | $4,953+159.9% | $6,507+97.8% |
| Admin fee / account holder | $294 | $14,945-98.0% | $11,989-97.5% | $12,624-97.7% |