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 | $510,540 | $114,047+347.7% | $96,139+431.0% | $167,490+204.8% |
| Participation rate | 77.8% | 75.1%+2.7pp | 68.4%+9.3pp | 82.1%-4.3pp |
| Annual return | 12.37% | 189.88%-177.5pp | 191.94%-179.6pp | 478.56%-466.2pp |
| Employer contribution / active EE | $2,591 | $3,427-24.4% | $2,797-7.4% | $4,837-46.4% |
| Participant deferral / active EE | $11,102 | $5,194+113.8% | $4,349+155.3% | $6,341+75.1% |
| Admin fee / account holder | $42 | $6,897-99.4% | $5,537-99.2% | $12,309-99.7% |