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 | $748,963 | $181,894+311.8% | $156,549+378.4% | $273,961+173.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.22% | 30.74%-24.5pp | 32.23%-26.0pp | 41.45%-35.2pp |
| Employer contribution / active EE | $17,855 | $6,248+185.8% | $5,501+224.6% | $4,869+266.7% |
| Participant deferral / active EE | $10,039 | $5,550+80.9% | $4,871+106.1% | $5,287+89.9% |
| Admin fee / account holder | $171 | $15,559-98.9% | $13,027-98.7% | $10,132-98.3% |