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 | $579,912 | $198,466+192.2% | $170,442+240.2% | $147,584+292.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.13% | 257.29%-236.2pp | 205.93%-184.8pp | 578.55%-557.4pp |
| Employer contribution / active EE | $21,027 | $6,184+240.0% | $5,433+287.0% | $4,876+331.2% |
| Participant deferral / active EE | $14,628 | $5,629+159.8% | $4,939+196.1% | $5,439+169.0% |
| Admin fee / account holder | $188 | $16,852-98.9% | $13,880-98.6% | $10,885-98.3% |