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 9-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 | $310,451 | $159,901+94.2% | $146,958+111.3% | $145,922+112.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 15.73% | 98.13%-82.4pp | 418.34%-402.6pp | 561.29%-545.6pp |
| Employer contribution / active EE | $7,427 | $5,286+40.5% | $4,933+50.6% | $4,660+59.4% |
| Participant deferral / active EE | $8,783 | $8,428+4.2% | $8,070+8.8% | $6,688+31.3% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |