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 | $697,874 | $106,515+555.2% | $96,683+621.8% | $139,434+400.5% |
| Participation rate | 86.4% | 77.8%+8.5pp | 74.3%+12.0pp | 80.3%+6.0pp |
| Annual return | 14.48% | 38.43%-23.9pp | 35.69%-21.2pp | 372.94%-358.5pp |
| Employer contribution / active EE | $22,500 | $4,103+448.4% | $3,737+502.1% | $4,751+373.6% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,878-100.0% | $6,710-100.0% |
| Admin fee / account holder | $61 | $7,877-99.2% | $6,730-99.1% | $11,403-99.5% |