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 | $278,711 | $138,044+101.9% | $125,339+122.4% | $134,475+107.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 0.27% | 750.33%-750.1pp | 572.05%-571.8pp | 417.96%-417.7pp |
| Employer contribution / active EE | $3,050 | $5,243-41.8% | $4,814-36.6% | $4,740-35.6% |
| Participant deferral / active EE | $6,750 | $7,799-13.4% | $7,446-9.4% | $6,400+5.5% |
| Admin fee / account holder | $2 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |