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 | $490,394 | $159,901+206.7% | $146,958+233.7% | $145,922+236.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 10.82% | 98.13%-87.3pp | 418.34%-407.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $6,582 | $5,286+24.5% | $4,933+33.4% | $4,660+41.3% |
| Participant deferral / active EE | $18,192 | $8,428+115.8% | $8,070+125.4% | $6,688+172.0% |
| Admin fee / account holder | $2 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |