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 | $557,013 | $181,894+206.2% | $156,549+255.8% | $273,961+103.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.85% | 30.74%-25.9pp | 32.23%-27.4pp | 41.45%-36.6pp |
| Employer contribution / active EE | $9,219 | $6,248+47.6% | $5,501+67.6% | $4,869+89.4% |
| Participant deferral / active EE | $17,436 | $5,550+214.2% | $4,871+258.0% | $5,287+229.8% |
| Admin fee / account holder | $126 | $15,559-99.2% | $13,027-99.0% | $10,132-98.8% |