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 | $625,197 | $98,750+533.1% | $149,696+317.6% | $79,858+682.9% |
| Participation rate | 95.7% | 75.8%+20.0pp | 82.5%+13.3pp | 69.6%+26.1pp |
| Annual return | 15.06% | 27.43%-12.4pp | 276.60%-261.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $7,110 | $3,216+121.0% | $4,644+53.1% | $2,471+187.7% |
| Participant deferral / active EE | $16,964 | $5,680+198.7% | $6,842+148.0% | $3,740+353.6% |
| Admin fee / account holder | $111 | $6,053-98.2% | $9,309-98.8% | $5,306-97.9% |