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 4-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 | $388,588 | $214,378+81.3% | $200,582+93.7% | $142,382+172.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.39% | 46.41%-28.0pp | 42.33%-23.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $9,044 | $6,841+32.2% | $6,419+40.9% | $4,299+110.4% |
| Participant deferral / active EE | $16,083 | $9,865+63.0% | $9,331+72.4% | $6,507+147.2% |
| Admin fee / account holder | $12 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |