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 | $504,821 | $159,602+216.3% | $150,045+236.4% | $142,382+254.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.20% | 70.24%-53.0pp | 62.55%-45.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $14,177 | $4,961+185.8% | $4,693+202.1% | $4,299+229.8% |
| Participant deferral / active EE | $8,006 | $8,310-3.7% | $7,997+0.1% | $6,507+23.0% |
| Admin fee / account holder | $246 | $14,846-98.3% | $13,435-98.2% | $12,624-98.0% |