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 5-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 | $669,847 | $159,602+319.7% | $150,045+346.4% | $142,382+370.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.02% | 70.24%-57.2pp | 62.55%-49.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $28,015 | $4,961+464.7% | $4,693+496.9% | $4,299+551.6% |
| Participant deferral / active EE | $20,297 | $8,310+144.2% | $7,997+153.8% | $6,507+211.9% |
| Admin fee / account holder | $145 | $14,846-99.0% | $13,435-98.9% | $12,624-98.9% |