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 | $495,659 | $102,966+381.4% | $90,281+449.0% | $152,861+224.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 11.26% | 95.16%-83.9pp | 78.10%-66.8pp | 345.32%-334.1pp |
| Employer contribution / active EE | $861 | $3,139-72.6% | $2,854-69.8% | $4,762-81.9% |
| Participant deferral / active EE | $5,200 | $4,281+21.5% | $3,885+33.8% | $5,850-11.1% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |