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 | $315,448 | $117,983+167.4% | $101,794+209.9% | $142,382+121.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.03% | 36.92%-22.9pp | 30.53%-16.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $24,246 | $2,773+774.4% | $2,289+959.3% | $4,299+464.0% |
| Participant deferral / active EE | $10,048 | $4,714+113.2% | $4,084+146.0% | $6,507+54.4% |
| Admin fee / account holder | $93 | $10,433-99.1% | $8,777-98.9% | $12,624-99.3% |