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 | $519,333 | $127,065+308.7% | $113,168+358.9% | $142,382+264.7% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 18.86% | 24.03%-5.2pp | 24.27%-5.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,350 | $3,442-31.7% | $2,975-21.0% | $4,299-45.3% |
| Participant deferral / active EE | $10,399 | $5,716+81.9% | $5,107+103.6% | $6,507+59.8% |
| Admin fee / account holder | $236 | $15,736-98.5% | $12,068-98.0% | $12,624-98.1% |