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 | $484,307 | $169,032+186.5% | $129,207+274.8% | $145,922+231.9% |
| Participation rate | 94.1% | 76.4%+17.7pp | 69.6%+24.5pp | 80.3%+13.8pp |
| Annual return | 13.81% | 14330.11%-14316.3pp | 9417.33%-9403.5pp | 561.29%-547.5pp |
| Employer contribution / active EE | $14,921 | $5,537+169.5% | $4,153+259.3% | $4,660+220.2% |
| Participant deferral / active EE | $14,418 | $4,987+189.1% | $4,168+246.0% | $6,688+115.6% |
| Admin fee / account holder | $187 | $9,954-98.1% | $7,715-97.6% | $13,397-98.6% |