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 | $593,265 | $181,894+226.2% | $156,549+279.0% | $273,961+116.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.92% | 30.74%-23.8pp | 32.23%-25.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $9,921 | $6,248+58.8% | $5,501+80.3% | $4,869+103.8% |
| Participant deferral / active EE | $9,600 | $5,550+73.0% | $4,871+97.1% | $5,287+81.6% |
| Admin fee / account holder | $13 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |