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 | $785,779 | $177,572+342.5% | $154,803+407.6% | $142,382+451.9% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 20.89% | 65.07%-44.2pp | 58.88%-38.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,016 | $4,810-58.1% | $4,305-53.2% | $4,299-53.1% |
| Participant deferral / active EE | $8,538 | $6,272+36.1% | $5,540+54.1% | $6,507+31.2% |
| Admin fee / account holder | $131 | $16,786-99.2% | $14,329-99.1% | $12,624-99.0% |