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 10-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 | $349,781 | $201,272+73.8% | $184,203+89.9% | $145,922+139.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.64% | 29.00%-12.4pp | 28.81%-12.2pp | 561.29%-544.6pp |
| Employer contribution / active EE | $3,242 | $7,022-53.8% | $6,427-49.6% | $4,660-30.4% |
| Participant deferral / active EE | $13,525 | $9,806+37.9% | $9,131+48.1% | $6,688+102.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |