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 3-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 | $457,679 | $179,726+154.7% | $156,263+192.9% | $142,382+221.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 60.50% | 77.86%-17.4pp | 59.47%+1.0pp | 217.08%-156.6pp |
| Employer contribution / active EE | $31,149 | $5,069+514.5% | $4,333+618.9% | $4,299+624.6% |
| Participant deferral / active EE | $20,667 | $6,956+197.1% | $6,158+235.6% | $6,507+217.6% |
| Admin fee / account holder | $144 | $17,272-99.2% | $14,255-99.0% | $12,624-98.9% |