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 | $855,574 | $165,335+417.5% | $149,696+471.5% | $158,922+438.4% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 24.31% | 348.15%-323.8pp | 276.60%-252.3pp | 302.83%-278.5pp |
| Employer contribution / active EE | $12,864 | $5,103+152.1% | $4,644+177.0% | $4,761+170.2% |
| Participant deferral / active EE | $10,029 | $7,181+39.7% | $6,842+46.6% | $5,982+67.6% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |