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 | $770,987 | $176,056+337.9% | $159,436+383.6% | $167,490+360.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.10% | 331.75%-317.7pp | 263.57%-249.5pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,658 | $5,297-68.7% | $4,829-65.7% | $4,837-65.7% |
| Participant deferral / active EE | $6,230 | $7,750-19.6% | $7,352-15.3% | $6,341-1.8% |
| Admin fee / account holder | $161 | $12,554-98.7% | $10,799-98.5% | $12,309-98.7% |