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 | $515,190 | $162,781+216.5% | $133,956+284.6% | $158,922+224.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.12% | 41.94%-29.8pp | 45.09%-33.0pp | 302.83%-290.7pp |
| Employer contribution / active EE | $5,484 | $4,975+10.2% | $3,919+39.9% | $4,761+15.2% |
| Participant deferral / active EE | $8,986 | $5,911+52.0% | $5,048+78.0% | $5,982+50.2% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |