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 | $957,788 | $127,065+653.8% | $113,168+746.3% | $142,382+572.7% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 19.41% | 24.03%-4.6pp | 24.27%-4.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,290 | $3,442-4.4% | $2,975+10.6% | $4,299-23.5% |
| Participant deferral / active EE | $13,560 | $5,716+137.2% | $5,107+165.5% | $6,507+108.4% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |