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 | $470,325 | $165,984+183.4% | $164,813+185.4% | $145,922+222.3% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 10.18% | 100.03%-89.9pp | 69.93%-59.8pp | 561.29%-551.1pp |
| Employer contribution / active EE | $25,471 | $5,273+383.1% | $4,341+486.8% | $4,660+446.6% |
| Participant deferral / active EE | $14,924 | $6,959+114.5% | $6,031+147.4% | $6,688+123.2% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |