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 | $621,576 | $177,572+250.0% | $154,803+301.5% | $142,382+336.6% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 18.20% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $6,015 | $4,810+25.0% | $4,305+39.7% | $4,299+39.9% |
| Participant deferral / active EE | $12,755 | $6,272+103.4% | $5,540+130.2% | $6,507+96.0% |
| Admin fee / account holder | $242 | $16,786-98.6% | $14,329-98.3% | $12,624-98.1% |