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 | $527,545 | $98,240+437.0% | $82,313+540.9% | $147,584+257.5% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 9.26% | 30.85%-21.6pp | 25.88%-16.6pp | 578.55%-569.3pp |
| Employer contribution / active EE | $3,589 | $3,192+12.5% | $2,428+47.8% | $4,876-26.4% |
| Participant deferral / active EE | $5,534 | $4,383+26.3% | $3,706+49.3% | $5,439+1.8% |
| Admin fee / account holder | $5 | $8,563-99.9% | $5,608-99.9% | $10,885-100.0% |