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 4-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 | $531,067 | $114,381+364.3% | $107,525+393.9% | $142,382+273.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.45% | 242.71%-223.3pp | 181.32%-161.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,574 | $4,015-11.0% | $3,754-4.8% | $4,299-16.9% |
| Participant deferral / active EE | $3,840 | $5,564-31.0% | $5,116-24.9% | $6,507-41.0% |
| Admin fee / account holder | $96 | $9,860-99.0% | $8,919-98.9% | $12,624-99.2% |