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 | $377,937 | $183,963+105.4% | $162,163+133.1% | $152,861+147.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.35% | 150.76%-125.4pp | 115.59%-90.2pp | 345.32%-320.0pp |
| Employer contribution / active EE | $37,000 | $6,371+480.8% | $5,614+559.1% | $4,762+676.9% |
| Participant deferral / active EE | $25,000 | $8,034+211.2% | $7,298+242.6% | $5,850+327.3% |
| Admin fee / account holder | $240 | $13,121-98.2% | $10,843-97.8% | $11,596-97.9% |