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 | $503,717 | $117,841+327.5% | $102,423+391.8% | $145,922+245.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.84% | 31.65%-17.8pp | 29.32%-15.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $5,556 | $3,615+53.7% | $3,023+83.8% | $4,660+19.2% |
| Participant deferral / active EE | $9,785 | $5,731+70.7% | $5,053+93.6% | $6,688+46.3% |
| Admin fee / account holder | $139 | $13,326-99.0% | $9,451-98.5% | $13,397-99.0% |