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 | $768,033 | $107,452+614.8% | $91,541+739.0% | $142,382+439.4% |
| Participation rate | 71.4% | 75.1%-3.6pp | 69.8%+1.7pp | 80.1%-8.7pp |
| Annual return | 14.12% | 22.06%-7.9pp | 20.50%-6.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $15,211 | $2,994+408.0% | $2,505+507.3% | $4,299+253.8% |
| Participant deferral / active EE | $15,771 | $4,754+231.7% | $4,008+293.5% | $6,507+142.4% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |