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 9-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 | $274,999 | $87,733+213.4% | $106,548+158.1% | $85,850+220.3% |
| Participation rate | 88.9% | 71.9%+17.0pp | 76.1%+12.8pp | 69.3%+19.6pp |
| Annual return | 41.27% | 21.86%+19.4pp | 26.80%+14.5pp | 318.53%-277.3pp |
| Employer contribution / active EE | $6,209 | $2,073+199.5% | $2,819+120.3% | $2,565+142.1% |
| Participant deferral / active EE | $2,187 | $3,469-37.0% | $4,398-50.3% | $3,952-44.7% |
| Admin fee / account holder | $113 | $6,767-98.3% | $7,407-98.5% | $6,260-98.2% |