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 | $360,348 | $163,101+120.9% | $136,749+163.5% | $142,382+153.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 22.69% | 27.54%-4.9pp | 24.33%-1.6pp | 217.08%-194.4pp |
| Employer contribution / active EE | $12,110 | $4,117+194.2% | $3,400+256.2% | $4,299+181.7% |
| Participant deferral / active EE | $18,175 | $5,585+225.4% | $4,692+287.4% | $6,507+179.3% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |