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 | $508,522 | $106,515+377.4% | $96,683+426.0% | $139,434+264.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.09% | 38.43%-21.3pp | 35.69%-18.6pp | 372.94%-355.9pp |
| Employer contribution / active EE | $8,467 | $4,103+106.4% | $3,737+126.6% | $4,751+78.2% |
| Participant deferral / active EE | $10,742 | $5,454+97.0% | $4,878+120.2% | $6,710+60.1% |
| Admin fee / account holder | $78 | $7,877-99.0% | $6,730-98.8% | $11,403-99.3% |