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 | $503,972 | $106,584+372.8% | $101,326+397.4% | $142,382+254.0% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 16.80% | 36.93%-20.1pp | 36.82%-20.0pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,089 | $3,956-47.2% | $3,665-43.0% | $4,299-51.4% |
| Participant deferral / active EE | $3,704 | $8,297-55.4% | $7,994-53.7% | $6,507-43.1% |
| Admin fee / account holder | -$264 | $11,446-102.3% | $11,185-102.4% | $12,624-102.1% |