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 8-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 | $321,791 | $90,320+256.3% | $59,496+440.9% | $125,391+156.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | 4.62% | 369.13%-364.5pp | 182.05%-177.4pp | 282.22%-277.6pp |
| Employer contribution / active EE | $1,664 | $1,792-7.1% | $1,153+44.3% | $4,866-65.8% |
| Participant deferral / active EE | $17,280 | $2,716+536.2% | $1,829+844.6% | $5,352+222.9% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,540-100.0% |