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 | $557,284 | $201,272+176.9% | $184,203+202.5% | $145,922+281.9% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 18.48% | 29.00%-10.5pp | 28.81%-10.3pp | 561.29%-542.8pp |
| Employer contribution / active EE | $12,500 | $7,022+78.0% | $6,427+94.5% | $4,660+168.3% |
| Participant deferral / active EE | $20,050 | $9,806+104.5% | $9,131+119.6% | $6,688+199.8% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |