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 | $481,688 | $177,572+171.3% | $154,803+211.2% | $142,382+238.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.68% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $3,140 | $4,810-34.7% | $4,305-27.1% | $4,299-27.0% |
| Participant deferral / active EE | $23,735 | $6,272+278.4% | $5,540+328.4% | $6,507+264.7% |
| Admin fee / account holder | $60 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |