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 | $607,421 | $176,812+243.5% | $146,665+314.2% | $167,490+262.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.75% | 24.03%-5.3pp | 22.74%-4.0pp | 478.56%-459.8pp |
| Employer contribution / active EE | $16,563 | $5,160+221.0% | $4,136+300.4% | $4,837+242.4% |
| Participant deferral / active EE | $2,779 | $6,440-56.8% | $5,506-49.5% | $6,341-56.2% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |