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 | $934,432 | $217,402+329.8% | $185,823+402.9% | $167,490+457.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.30% | 148.36%-136.1pp | 122.05%-109.7pp | 478.56%-466.3pp |
| Employer contribution / active EE | $6,169 | $5,873+5.0% | $5,167+19.4% | $4,837+27.5% |
| Participant deferral / active EE | $3,571 | $6,356-43.8% | $5,568-35.9% | $6,341-43.7% |
| Admin fee / account holder | $86 | $19,811-99.6% | $16,237-99.5% | $12,309-99.3% |