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 | $527,411 | $179,726+193.5% | $156,263+237.5% | $142,382+270.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.01% | 77.86%-60.8pp | 59.47%-42.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $7,022 | $5,069+38.5% | $4,333+62.1% | $4,299+63.3% |
| Participant deferral / active EE | $19,557 | $6,956+181.2% | $6,158+217.6% | $6,507+200.6% |
| Admin fee / account holder | $40 | $17,272-99.8% | $14,255-99.7% | $12,624-99.7% |