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 | $490,397 | $179,726+172.9% | $156,263+213.8% | $142,382+244.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 24.53% | 77.86%-53.3pp | 59.47%-34.9pp | 217.08%-192.6pp |
| Employer contribution / active EE | $3,993 | $5,069-21.2% | $4,333-7.8% | $4,299-7.1% |
| Participant deferral / active EE | $21,150 | $6,956+204.1% | $6,158+243.4% | $6,507+225.0% |
| Admin fee / account holder | $282 | $17,272-98.4% | $14,255-98.0% | $12,624-97.8% |