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 | $447,593 | $185,822+140.9% | $169,993+163.3% | $139,434+221.0% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 12.65% | 60.50%-47.8pp | 53.37%-40.7pp | 372.94%-360.3pp |
| Employer contribution / active EE | $1,905 | $7,590-74.9% | $6,785-71.9% | $4,751-59.9% |
| Participant deferral / active EE | $5,716 | $11,622-50.8% | $10,408-45.1% | $6,710-14.8% |
| Admin fee / account holder | $13 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |