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 | $538,609 | $90,503+495.1% | $78,689+584.5% | $273,961+96.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.40% | 75.60%-66.2pp | 62.18%-52.8pp | 41.45%-32.1pp |
| Employer contribution / active EE | $13,984 | $3,176+340.3% | $2,851+390.6% | $4,869+187.2% |
| Participant deferral / active EE | $9,600 | $3,901+146.1% | $3,517+173.0% | $5,287+81.6% |
| Admin fee / account holder | $38 | $5,263-99.3% | $4,510-99.2% | $10,132-99.6% |