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 | $269,464 | $138,347+94.8% | $184,203+46.3% | $80,856+233.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 18.50% | 20.02%-1.5pp | 28.81%-10.3pp | 35.59%-17.1pp |
| Employer contribution / active EE | $15,386 | $4,850+217.2% | $6,427+139.4% | $2,755+458.5% |
| Participant deferral / active EE | $17,963 | $7,071+154.0% | $9,131+96.7% | $4,296+318.2% |
| Admin fee / account holder | $0 | $10,483-100.0% | $13,901-100.0% | $6,918-100.0% |