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 | $1,011,012 | $181,894+455.8% | $156,549+545.8% | $273,961+269.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.37% | 30.74%-20.4pp | 32.23%-21.9pp | 41.45%-31.1pp |
| Employer contribution / active EE | $2,108 | $6,248-66.3% | $5,501-61.7% | $4,869-56.7% |
| Participant deferral / active EE | $8,040 | $5,550+44.9% | $4,871+65.1% | $5,287+52.1% |
| Admin fee / account holder | $33 | $15,559-99.8% | $13,027-99.7% | $10,132-99.7% |