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 | $470,558 | $175,202+168.6% | $149,673+214.4% | $139,434+237.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 11.10% | 166.71%-155.6pp | 134.42%-123.3pp | 372.94%-361.8pp |
| Employer contribution / active EE | $11,527 | $5,474+110.6% | $4,818+139.3% | $4,751+142.6% |
| Participant deferral / active EE | $7,011 | $6,519+7.5% | $5,680+23.4% | $6,710+4.5% |
| Admin fee / account holder | $90 | $16,150-99.4% | $13,210-99.3% | $11,403-99.2% |