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 | $815,283 | $167,484+386.8% | $151,611+437.7% | $134,475+506.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.98% | 7.80%-6.8pp | 3.33%-2.3pp | 417.96%-417.0pp |
| Employer contribution / active EE | $22,062 | $6,829+223.1% | $6,166+257.8% | $4,740+365.5% |
| Participant deferral / active EE | $14,401 | $8,986+60.3% | $8,363+72.2% | $6,400+125.0% |
| Admin fee / account holder | $63 | $13,783-99.5% | $11,616-99.5% | $11,426-99.5% |