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 | $534,283 | $127,065+320.5% | $113,168+372.1% | $142,382+275.2% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 14.14% | 24.03%-9.9pp | 24.27%-10.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $7,935 | $3,442+130.5% | $2,975+166.7% | $4,299+84.6% |
| Participant deferral / active EE | $14,057 | $5,716+145.9% | $5,107+175.3% | $6,507+116.0% |
| Admin fee / account holder | $254 | $15,736-98.4% | $12,068-97.9% | $12,624-98.0% |