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 | $616,929 | $117,841+423.5% | $102,423+502.3% | $145,922+322.8% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 15.82% | 31.65%-15.8pp | 29.32%-13.5pp | 561.29%-545.5pp |
| Employer contribution / active EE | $24,850 | $3,615+587.5% | $3,023+721.9% | $4,660+433.3% |
| Participant deferral / active EE | $12,311 | $5,731+114.8% | $5,053+143.6% | $6,688+84.1% |
| Admin fee / account holder | $273 | $13,326-98.0% | $9,451-97.1% | $13,397-98.0% |