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 | $533,420 | $175,202+204.5% | $149,673+256.4% | $139,434+282.6% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 60.09% | 166.71%-106.6pp | 134.42%-74.3pp | 372.94%-312.9pp |
| Employer contribution / active EE | $4,062 | $5,474-25.8% | $4,818-15.7% | $4,751-14.5% |
| Participant deferral / active EE | $10,071 | $6,519+54.5% | $5,680+77.3% | $6,710+50.1% |
| Admin fee / account holder | $12 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |