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 | $499,070 | $157,256+217.4% | $141,162+253.5% | $152,861+226.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 25.24% | 64.32%-39.1pp | 71.39%-46.2pp | 345.32%-320.1pp |
| Employer contribution / active EE | $12,484 | $5,261+137.3% | $4,735+163.7% | $4,762+162.1% |
| Participant deferral / active EE | $14,297 | $7,109+101.1% | $6,709+113.1% | $5,850+144.4% |
| Admin fee / account holder | $10 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |