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 | $504,021 | $110,257+357.1% | $96,544+422.1% | $139,434+261.5% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 14.73% | 26.32%-11.6pp | 25.84%-11.1pp | 372.94%-358.2pp |
| Employer contribution / active EE | $25,570 | $3,620+606.4% | $2,965+762.4% | $4,751+438.2% |
| Participant deferral / active EE | $13,983 | $5,548+152.0% | $4,851+188.2% | $6,710+108.4% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |