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 | $528,407 | $179,726+194.0% | $156,263+238.2% | $142,382+271.1% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 14.42% | 77.86%-63.4pp | 59.47%-45.0pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,429 | $5,069-32.4% | $4,333-20.9% | $4,299-20.2% |
| Participant deferral / active EE | $5,542 | $6,956-20.3% | $6,158-10.0% | $6,507-14.8% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |