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 7-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 | $293,102 | $117,983+148.4% | $101,794+187.9% | $142,382+105.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 56.52% | 36.92%+19.6pp | 30.53%+26.0pp | 217.08%-160.6pp |
| Employer contribution / active EE | $3,333 | $2,773+20.2% | $2,289+45.6% | $4,299-22.5% |
| Participant deferral / active EE | $0 | $4,714-100.0% | $4,084-100.0% | $6,507-100.0% |
| Admin fee / account holder | $8 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |