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 | $687,455 | $167,484+310.5% | $151,611+353.4% | $134,475+411.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.43% | 7.80%-22.2pp | 3.33%-17.8pp | 417.96%-432.4pp |
| Employer contribution / active EE | $15,245 | $6,829+123.2% | $6,166+147.2% | $4,740+221.6% |
| Participant deferral / active EE | $13,960 | $8,986+55.4% | $8,363+66.9% | $6,400+118.1% |
| Admin fee / account holder | $267 | $13,783-98.1% | $11,616-97.7% | $11,426-97.7% |