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 | $791,249 | $228,332+246.5% | $185,823+325.8% | $158,922+397.9% |
| Participation rate | 90.0% | 82.3%+7.7pp | 78.0%+12.0pp | 82.0%+8.0pp |
| Annual return | 9.30% | 40.80%-31.5pp | 35.95%-26.6pp | 302.83%-293.5pp |
| Employer contribution / active EE | $11,906 | $4,967+139.7% | $4,087+191.3% | $4,761+150.1% |
| Participant deferral / active EE | $15,476 | $6,415+141.3% | $5,632+174.8% | $5,982+158.7% |
| Admin fee / account holder | $11 | $11,864-99.9% | $9,500-99.9% | $11,246-99.9% |