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 | $713,537 | $72,400+885.6% | $67,502+957.1% | $145,922+389.0% |
| Participation rate | 85.7% | 76.9%+8.9pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 20.88% | 7182.46%-7161.6pp | 3512.12%-3491.2pp | 561.29%-540.4pp |
| Employer contribution / active EE | $9,504 | $3,069+209.7% | $2,731+248.0% | $4,660+104.0% |
| Participant deferral / active EE | $22,159 | $4,783+363.3% | $4,000+454.0% | $6,688+231.3% |
| Admin fee / account holder | $32 | $5,539-99.4% | $3,998-99.2% | $13,397-99.8% |