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 6-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 | $264,538 | $148,534+78.1% | $135,903+94.7% | $139,434+89.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.92% | 79.19%-60.3pp | 68.23%-49.3pp | 372.94%-354.0pp |
| Employer contribution / active EE | $36,403 | $5,243+594.3% | $4,856+649.6% | $4,751+666.3% |
| Participant deferral / active EE | $18,202 | $8,100+124.7% | $7,758+134.6% | $6,710+171.3% |
| Admin fee / account holder | $119 | $12,400-99.0% | $10,762-98.9% | $11,403-99.0% |