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 | $480,773 | $148,534+223.7% | $135,903+253.8% | $139,434+244.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.71% | 79.19%-62.5pp | 68.23%-51.5pp | 372.94%-356.2pp |
| Employer contribution / active EE | $3,874 | $5,243-26.1% | $4,856-20.2% | $4,751-18.4% |
| Participant deferral / active EE | $12,391 | $8,100+53.0% | $7,758+59.7% | $6,710+84.7% |
| Admin fee / account holder | $9 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |