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 | $459,322 | $209,832+118.9% | $189,513+142.4% | $167,490+174.2% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 19.61% | 748.27%-728.7pp | 555.15%-535.5pp | 478.56%-458.9pp |
| Employer contribution / active EE | $3,608 | $6,914-47.8% | $6,162-41.5% | $4,837-25.4% |
| Participant deferral / active EE | $16,250 | $8,935+81.9% | $8,221+97.7% | $6,341+156.3% |
| Admin fee / account holder | $141 | $14,293-99.0% | $12,045-98.8% | $12,309-98.9% |