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 | $263,564 | $51,576+411.0% | $129,207+104.0% | $80,856+226.0% |
| Participation rate | 93.3% | 57.0%+36.4pp | 69.6%+23.7pp | 67.6%+25.7pp |
| Annual return | 18.86% | 20.81%-1.9pp | 9417.33%-9398.5pp | 35.59%-16.7pp |
| Employer contribution / active EE | $5,438 | $1,584+243.3% | $4,153+30.9% | $2,755+97.4% |
| Participant deferral / active EE | $5,614 | $2,669+110.4% | $4,168+34.7% | $4,296+30.7% |
| Admin fee / account holder | $50 | $4,305-98.8% | $7,715-99.4% | $6,918-99.3% |