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 | $473,615 | $117,983+301.4% | $101,794+365.3% | $142,382+232.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.02% | 36.92%-15.9pp | 30.53%-9.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $3,803 | $2,773+37.2% | $2,289+66.2% | $4,299-11.5% |
| Participant deferral / active EE | $11,106 | $4,714+135.6% | $4,084+171.9% | $6,507+70.7% |
| Admin fee / account holder | $234 | $10,433-97.8% | $8,777-97.3% | $12,624-98.1% |