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 | $283,684 | $115,770+145.0% | $101,248+180.2% | $158,922+78.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 33.53% | 56.14%-22.6pp | 46.47%-12.9pp | 302.83%-269.3pp |
| Employer contribution / active EE | $13,879 | $4,175+232.5% | $3,660+279.2% | $4,761+191.5% |
| Participant deferral / active EE | $13,876 | $4,957+179.9% | $4,370+217.5% | $5,982+132.0% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |