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 | $398,152 | $185,822+114.3% | $169,993+134.2% | $139,434+185.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.44% | 60.50%-46.1pp | 53.37%-38.9pp | 372.94%-358.5pp |
| Employer contribution / active EE | $21,160 | $7,590+178.8% | $6,785+211.9% | $4,751+345.4% |
| Participant deferral / active EE | $18,848 | $11,622+62.2% | $10,408+81.1% | $6,710+180.9% |
| Admin fee / account holder | $248 | $15,381-98.4% | $12,815-98.1% | $11,403-97.8% |