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 8-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 | $458,109 | $159,602+187.0% | $150,045+205.3% | $142,382+221.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.89% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $5,883 | $4,961+18.6% | $4,693+25.3% | $4,299+36.8% |
| Participant deferral / active EE | $27,941 | $8,310+236.2% | $7,997+249.4% | $6,507+329.4% |
| Admin fee / account holder | $189 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |