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 | $948,057 | $165,335+473.4% | $149,696+533.3% | $158,922+496.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 12.95% | 348.15%-335.2pp | 276.60%-263.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,866 | $5,103-63.4% | $4,644-59.8% | $4,761-60.8% |
| Participant deferral / active EE | $17,193 | $7,181+139.4% | $6,842+151.3% | $5,982+187.4% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |