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 | $756,645 | $111,754+577.1% | $103,333+632.2% | $145,922+418.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 25.59% | 24.77%+0.8pp | 24.88%+0.7pp | 561.29%-535.7pp |
| Employer contribution / active EE | $8,490 | $4,212+101.5% | $3,868+119.5% | $4,660+82.2% |
| Participant deferral / active EE | $2,279 | $5,619-59.4% | $5,057-54.9% | $6,688-65.9% |
| Admin fee / account holder | $6 | $9,750-99.9% | $8,355-99.9% | $13,397-100.0% |