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 | $537,222 | $74,888+617.4% | $71,209+654.4% | $142,382+277.3% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 25.36% | 345.14%-319.8pp | 282.51%-257.2pp | 217.08%-191.7pp |
| Employer contribution / active EE | $2,663 | $2,854-6.7% | $2,721-2.1% | $4,299-38.1% |
| Participant deferral / active EE | $14,915 | $4,454+234.8% | $4,175+257.2% | $6,507+129.2% |
| Admin fee / account holder | $81 | $5,568-98.5% | $5,349-98.5% | $12,624-99.4% |