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 | $721,650 | $153,772+369.3% | $133,980+438.6% | $273,961+163.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.81% | 36.51%-22.7pp | 29.30%-15.5pp | 41.45%-27.6pp |
| Employer contribution / active EE | $7,623 | $6,029+26.4% | $5,211+46.3% | $4,869+56.6% |
| Participant deferral / active EE | $12,599 | $6,958+81.1% | $6,282+100.6% | $5,287+138.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |