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 | $419,276 | $117,983+255.4% | $101,794+311.9% | $142,382+194.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 23.17% | 36.92%-13.8pp | 30.53%-7.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $3,642 | $2,773+31.4% | $2,289+59.1% | $4,299-15.3% |
| Participant deferral / active EE | $3,642 | $4,714-22.7% | $4,084-10.8% | $6,507-44.0% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |