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 | $672,149 | $117,841+470.4% | $102,423+556.2% | $145,922+360.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 10.80% | 31.65%-20.9pp | 29.32%-18.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,146 | $3,615-40.6% | $3,023-29.0% | $4,660-53.9% |
| Participant deferral / active EE | $16,415 | $5,731+186.4% | $5,053+224.9% | $6,688+145.5% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |