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 | $269,530 | $117,841+128.7% | $102,423+163.2% | $145,922+84.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 32.13% | 31.65%+0.5pp | 29.32%+2.8pp | 561.29%-529.2pp |
| Employer contribution / active EE | $6,603 | $3,615+82.7% | $3,023+118.4% | $4,660+41.7% |
| Participant deferral / active EE | $5,750 | $5,731+0.3% | $5,053+13.8% | $6,688-14.0% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |