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 | $490,129 | $142,405+244.2% | $115,157+325.6% | $152,861+220.6% |
| Participation rate | 87.5% | 82.4%+5.1pp | 75.9%+11.6pp | 82.4%+5.1pp |
| Annual return | 22.37% | 41.48%-19.1pp | 35.60%-13.2pp | 345.32%-322.9pp |
| Employer contribution / active EE | $3,255 | $4,010-18.8% | $3,179+2.4% | $4,762-31.7% |
| Participant deferral / active EE | $15,548 | $5,164+201.1% | $4,168+273.0% | $5,850+165.8% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |