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 | $405,355 | $140,588+188.3% | $123,104+229.3% | $125,391+223.3% |
| Participation rate | 80.0% | 88.2%-8.2pp | 86.8%-6.8pp | 83.2%-3.2pp |
| Annual return | 4.43% | 16.80%-12.4pp | 13.22%-8.8pp | 282.22%-277.8pp |
| Employer contribution / active EE | $33,300 | $6,041+451.2% | $5,151+546.4% | $4,866+584.3% |
| Participant deferral / active EE | $14,400 | $6,980+106.3% | $6,230+131.2% | $5,352+169.1% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |