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 | $557,508 | $93,571+495.8% | $135,903+310.2% | $75,163+641.7% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.2pp | 67.2%+29.9pp |
| Annual return | 18.32% | 30.90%-12.6pp | 68.23%-49.9pp | 160.62%-142.3pp |
| Employer contribution / active EE | $14,764 | $3,537+317.5% | $4,856+204.0% | $2,670+453.0% |
| Participant deferral / active EE | $11,955 | $6,404+86.7% | $7,758+54.1% | $4,125+189.8% |
| Admin fee / account holder | $178 | $6,975-97.4% | $10,762-98.3% | $5,651-96.8% |