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 | $573,366 | $176,056+225.7% | $159,436+259.6% | $167,490+242.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.25% | 331.75%-314.5pp | 263.57%-246.3pp | 478.56%-461.3pp |
| Employer contribution / active EE | $5,412 | $5,297+2.2% | $4,829+12.1% | $4,837+11.9% |
| Participant deferral / active EE | $16,764 | $7,750+116.3% | $7,352+128.0% | $6,341+164.4% |
| Admin fee / account holder | $12 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |