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 | $546,477 | $117,841+363.7% | $102,423+433.5% | $145,922+274.5% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 9.77% | 31.65%-21.9pp | 29.32%-19.6pp | 561.29%-551.5pp |
| Employer contribution / active EE | $4,233 | $3,615+17.1% | $3,023+40.0% | $4,660-9.2% |
| Participant deferral / active EE | $13,148 | $5,731+129.4% | $5,053+160.2% | $6,688+96.6% |
| Admin fee / account holder | $33 | $13,326-99.7% | $9,451-99.6% | $13,397-99.8% |