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 | $885,198 | $209,411+322.7% | $178,490+395.9% | $158,922+457.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.42% | 188.75%-179.3pp | 151.07%-141.7pp | 302.83%-293.4pp |
| Employer contribution / active EE | $6,152 | $5,706+7.8% | $5,011+22.8% | $4,761+29.2% |
| Participant deferral / active EE | $7,367 | $5,954+23.7% | $5,202+41.6% | $5,982+23.2% |
| Admin fee / account holder | $12 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |