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 | $563,238 | $177,572+217.2% | $154,803+263.8% | $142,382+295.6% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 18.54% | 65.07%-46.5pp | 58.88%-40.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,067 | $4,810-77.8% | $4,305-75.2% | $4,299-75.2% |
| Participant deferral / active EE | $12,214 | $6,272+94.8% | $5,540+120.5% | $6,507+87.7% |
| Admin fee / account holder | $52 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |