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 | $573,610 | $179,726+219.2% | $156,263+267.1% | $142,382+302.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 20.31% | 77.86%-57.5pp | 59.47%-39.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $23,700 | $5,069+367.5% | $4,333+447.0% | $4,299+451.3% |
| Participant deferral / active EE | $16,888 | $6,956+142.8% | $6,158+174.2% | $6,507+159.5% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |