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 7-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 | $381,649 | $90,348+322.4% | $75,972+402.4% | $145,922+161.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 20.96% | 620.88%-599.9pp | 359.55%-338.6pp | 561.29%-540.3pp |
| Employer contribution / active EE | $24,528 | $3,311+640.8% | $2,685+813.6% | $4,660+426.4% |
| Participant deferral / active EE | $19,680 | $5,162+281.3% | $4,255+362.5% | $6,688+194.3% |
| Admin fee / account holder | $44 | $8,467-99.5% | $6,467-99.3% | $13,397-99.7% |