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 | $671,148 | $180,449+271.9% | $154,107+335.5% | $135,375+395.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 8.42% | 888.09%-879.7pp | 735.12%-726.7pp | 519.73%-511.3pp |
| Employer contribution / active EE | $5,923 | $6,035-1.9% | $5,298+11.8% | $4,779+23.9% |
| Participant deferral / active EE | $15,414 | $5,806+165.5% | $5,081+203.4% | $5,609+174.8% |
| Admin fee / account holder | $6 | $16,143-100.0% | $13,411-100.0% | $10,827-99.9% |