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 | $687,662 | $165,984+314.3% | $164,813+317.2% | $145,922+371.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 17.03% | 100.03%-83.0pp | 69.93%-52.9pp | 561.29%-544.3pp |
| Employer contribution / active EE | $18,334 | $5,273+247.7% | $4,341+322.4% | $4,660+293.5% |
| Participant deferral / active EE | $21,000 | $6,959+201.8% | $6,031+248.2% | $6,688+214.0% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |