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 | $391,286 | $150,440+160.1% | $136,294+187.1% | $147,584+165.1% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 17.29% | 1049.08%-1031.8pp | 5155.94%-5138.6pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,097 | $5,256-60.1% | $4,695-55.3% | $4,876-57.0% |
| Participant deferral / active EE | $9,243 | $6,630+39.4% | $6,247+48.0% | $5,439+70.0% |
| Admin fee / account holder | $86 | $10,905-99.2% | $9,243-99.1% | $10,885-99.2% |