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 | $504,210 | $123,793+307.3% | $177,821+183.5% | $79,858+531.4% |
| Participation rate | 93.6% | 84.7%+9.0pp | 87.7%+5.9pp | 69.6%+24.0pp |
| Annual return | 38.67% | 22.82%+15.9pp | 48.32%-9.7pp | 31.71%+7.0pp |
| Employer contribution / active EE | $20,217 | $4,095+393.7% | $5,918+241.6% | $2,471+718.2% |
| Participant deferral / active EE | $11,718 | $5,956+96.7% | $7,714+51.9% | $3,740+213.3% |
| Admin fee / account holder | $8 | $7,243-99.9% | $12,427-99.9% | $5,306-99.8% |