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 6-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 | $596,749 | $209,411+185.0% | $178,490+234.3% | $158,922+275.5% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 14.11% | 188.75%-174.6pp | 151.07%-137.0pp | 302.83%-288.7pp |
| Employer contribution / active EE | $14,265 | $5,706+150.0% | $5,011+184.7% | $4,761+199.6% |
| Participant deferral / active EE | $5,819 | $5,954-2.3% | $5,202+11.9% | $5,982-2.7% |
| Admin fee / account holder | $90 | $17,074-99.5% | $13,984-99.4% | $11,246-99.2% |