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 | $592,197 | $159,602+271.0% | $150,045+294.7% | $142,382+315.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.97% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $26,985 | $4,961+444.0% | $4,693+475.0% | $4,299+527.7% |
| Participant deferral / active EE | $6,962 | $8,310-16.2% | $7,997-12.9% | $6,507+7.0% |
| Admin fee / account holder | $34 | $14,846-99.8% | $13,435-99.8% | $12,624-99.7% |