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 | $634,502 | $159,901+296.8% | $146,958+331.8% | $145,922+334.8% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 17.31% | 98.13%-80.8pp | 418.34%-401.0pp | 561.29%-544.0pp |
| Employer contribution / active EE | $8,601 | $5,286+62.7% | $4,933+74.4% | $4,660+84.6% |
| Participant deferral / active EE | $14,165 | $8,428+68.1% | $8,070+75.5% | $6,688+111.8% |
| Admin fee / account holder | $100 | $15,044-99.3% | $12,998-99.2% | $13,397-99.3% |