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 | $499,278 | $209,411+138.4% | $178,490+179.7% | $158,922+214.2% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 9.28% | 188.75%-179.5pp | 151.07%-141.8pp | 302.83%-293.5pp |
| Employer contribution / active EE | $10,326 | $5,706+81.0% | $5,011+106.1% | $4,761+116.9% |
| Participant deferral / active EE | $7,965 | $5,954+33.8% | $5,202+53.1% | $5,982+33.1% |
| Admin fee / account holder | $52 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |