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 | $559,986 | $197,591+183.4% | $177,821+214.9% | $158,922+252.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.14% | 58.76%-38.6pp | 48.32%-28.2pp | 302.83%-282.7pp |
| Employer contribution / active EE | $24,354 | $6,697+263.6% | $5,918+311.5% | $4,761+411.5% |
| Participant deferral / active EE | $17,573 | $8,405+109.1% | $7,714+127.8% | $5,982+193.8% |
| Admin fee / account holder | $293 | $15,399-98.1% | $12,427-97.6% | $11,246-97.4% |