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 | $581,185 | $159,602+264.1% | $150,045+287.3% | $142,382+308.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.80% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $21,557 | $4,961+334.6% | $4,693+359.3% | $4,299+401.4% |
| Participant deferral / active EE | $8,077 | $8,310-2.8% | $7,997+1.0% | $6,507+24.1% |
| Admin fee / account holder | $4 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |