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 7-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 | $677,664 | $201,272+236.7% | $184,203+267.9% | $145,922+364.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.85% | 29.00%-12.1pp | 28.81%-12.0pp | 561.29%-544.4pp |
| Employer contribution / active EE | $7,277 | $7,022+3.6% | $6,427+13.2% | $4,660+56.2% |
| Participant deferral / active EE | $10,167 | $9,806+3.7% | $9,131+11.3% | $6,688+52.0% |
| Admin fee / account holder | $91 | $16,364-99.4% | $13,901-99.3% | $13,397-99.3% |