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 | $570,147 | $217,402+162.3% | $185,823+206.8% | $167,490+240.4% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 16.82% | 148.36%-131.5pp | 122.05%-105.2pp | 478.56%-461.7pp |
| Employer contribution / active EE | $11,882 | $5,873+102.3% | $5,167+129.9% | $4,837+145.6% |
| Participant deferral / active EE | $13,873 | $6,356+118.3% | $5,568+149.2% | $6,341+118.8% |
| Admin fee / account holder | $81 | $19,811-99.6% | $16,237-99.5% | $12,309-99.3% |