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 | $325,494 | $133,922+143.0% | $116,228+180.0% | $142,382+128.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 9.93% | 147.76%-137.8pp | 90.06%-80.1pp | 217.08%-207.1pp |
| Employer contribution / active EE | $6,733 | $3,446+95.4% | $2,994+124.8% | $4,299+56.6% |
| Participant deferral / active EE | $4,126 | $5,672-27.3% | $4,953-16.7% | $6,507-36.6% |
| Admin fee / account holder | $1 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |