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 | $464,533 | $217,402+113.7% | $185,823+150.0% | $167,490+177.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 25.23% | 148.36%-123.1pp | 122.05%-96.8pp | 478.56%-453.3pp |
| Employer contribution / active EE | $19,931 | $5,873+239.4% | $5,167+285.7% | $4,837+312.0% |
| Participant deferral / active EE | $12,500 | $6,356+96.7% | $5,568+124.5% | $6,341+97.1% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |