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 | $474,492 | $183,519+158.6% | $155,509+205.1% | $145,922+225.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.39% | 61.17%-48.8pp | 64.67%-52.3pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,611 | $5,313-32.0% | $4,672-22.7% | $4,660-22.5% |
| Participant deferral / active EE | $4,703 | $6,462-27.2% | $5,626-16.4% | $6,688-29.7% |
| Admin fee / account holder | $27 | $19,313-99.9% | $15,912-99.8% | $13,397-99.8% |