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 | $363,333 | $96,635+276.0% | $86,612+319.5% | $139,434+160.6% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 14.51% | 106.41%-91.9pp | 591.07%-576.6pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,654 | $3,263-18.7% | $3,022-12.2% | $4,751-44.1% |
| Participant deferral / active EE | $10,482 | $4,836+116.8% | $4,438+136.2% | $6,710+56.2% |
| Admin fee / account holder | $11 | $6,408-99.8% | $5,614-99.8% | $11,403-99.9% |