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 | $485,317 | $159,602+204.1% | $150,045+223.4% | $142,382+240.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 12.52% | 70.24%-57.7pp | 62.55%-50.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $4,875 | $4,961-1.7% | $4,693+3.9% | $4,299+13.4% |
| Participant deferral / active EE | $19,500 | $8,310+134.7% | $7,997+143.8% | $6,507+199.7% |
| Admin fee / account holder | $198 | $14,846-98.7% | $13,435-98.5% | $12,624-98.4% |