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 | $512,071 | $100,773+408.1% | $88,946+475.7% | $142,382+259.6% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 34.35% | 70.18%-35.8pp | 57.82%-23.5pp | 217.08%-182.7pp |
| Employer contribution / active EE | $2,804 | $2,918-3.9% | $2,555+9.7% | $4,299-34.8% |
| Participant deferral / active EE | $13,404 | $5,230+156.3% | $4,581+192.6% | $6,507+106.0% |
| Admin fee / account holder | $20 | $9,693-99.8% | $8,261-99.8% | $12,624-99.8% |