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 | $508,471 | $177,572+186.3% | $154,803+228.5% | $142,382+257.1% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 16.82% | 65.07%-48.3pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $19,821 | $4,810+312.0% | $4,305+360.4% | $4,299+361.0% |
| Participant deferral / active EE | $14,929 | $6,272+138.0% | $5,540+169.5% | $6,507+129.4% |
| Admin fee / account holder | $54 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |