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 6-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 | $456,971 | $201,272+127.0% | $184,203+148.1% | $145,922+213.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.50% | 29.00%-18.5pp | 28.81%-18.3pp | 561.29%-550.8pp |
| Employer contribution / active EE | $27,120 | $7,022+286.2% | $6,427+322.0% | $4,660+482.0% |
| Participant deferral / active EE | $27,375 | $9,806+179.2% | $9,131+199.8% | $6,688+309.3% |
| Admin fee / account holder | $23 | $16,364-99.9% | $13,901-99.8% | $13,397-99.8% |