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 | $564,862 | $177,572+218.1% | $154,803+264.9% | $142,382+296.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 12.79% | 65.07%-52.3pp | 58.88%-46.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $18,590 | $4,810+286.5% | $4,305+331.8% | $4,299+332.4% |
| Participant deferral / active EE | $2,832 | $6,272-54.8% | $5,540-48.9% | $6,507-56.5% |
| Admin fee / account holder | $17 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |