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 5-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 | $575,840 | $214,378+168.6% | $200,582+187.1% | $142,382+304.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.64% | 46.41%-24.8pp | 42.33%-20.7pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,867 | $6,841-72.7% | $6,419-70.9% | $4,299-56.6% |
| Participant deferral / active EE | $29,583 | $9,865+199.9% | $9,331+217.0% | $6,507+354.6% |
| Admin fee / account holder | $10 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |