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 | $523,110 | $179,726+191.1% | $156,263+234.8% | $142,382+267.4% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.9%+11.1pp | 80.1%+9.9pp |
| Annual return | 11.40% | 77.86%-66.5pp | 59.47%-48.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $8,304 | $5,069+63.8% | $4,333+91.6% | $4,299+93.2% |
| Participant deferral / active EE | $11,578 | $6,956+66.5% | $6,158+88.0% | $6,507+77.9% |
| Admin fee / account holder | $72 | $17,272-99.6% | $14,255-99.5% | $12,624-99.4% |