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 | $744,379 | $181,894+309.2% | $156,549+375.5% | $273,961+171.7% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 10.17% | 30.74%-20.6pp | 32.23%-22.1pp | 41.45%-31.3pp |
| Employer contribution / active EE | $26,125 | $6,248+318.1% | $5,501+374.9% | $4,869+436.6% |
| Participant deferral / active EE | $15,000 | $5,550+170.3% | $4,871+207.9% | $5,287+183.7% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |