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 | $425,988 | $159,602+166.9% | $150,045+183.9% | $142,382+199.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.88% | 70.24%-42.4pp | 62.55%-34.7pp | 217.08%-189.2pp |
| Employer contribution / active EE | $12,598 | $4,961+154.0% | $4,693+168.4% | $4,299+193.0% |
| Participant deferral / active EE | $9,259 | $8,310+11.4% | $7,997+15.8% | $6,507+42.3% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |