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 | $4,237,023 | $201,272+2005.1% | $184,203+2200.2% | $145,922+2803.6% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 26.60% | 29.00%-2.4pp | 28.81%-2.2pp | 561.29%-534.7pp |
| Employer contribution / active EE | $28,045 | $7,022+299.4% | $6,427+336.4% | $4,660+501.9% |
| Participant deferral / active EE | $16,175 | $9,806+65.0% | $9,131+77.1% | $6,688+141.9% |
| Admin fee / account holder | $125 | $16,364-99.2% | $13,901-99.1% | $13,397-99.1% |