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 | $564,791 | $201,272+180.6% | $184,203+206.6% | $145,922+287.1% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 12.19% | 29.00%-16.8pp | 28.81%-16.6pp | 561.29%-549.1pp |
| Employer contribution / active EE | $16,141 | $7,022+129.9% | $6,427+151.1% | $4,660+246.4% |
| Participant deferral / active EE | $13,802 | $9,806+40.8% | $9,131+51.2% | $6,688+106.4% |
| Admin fee / account holder | $106 | $16,364-99.3% | $13,901-99.2% | $13,397-99.2% |