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 8-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 | $339,339 | $163,101+108.1% | $136,749+148.1% | $142,382+138.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.94% | 27.54%-7.6pp | 24.33%-4.4pp | 217.08%-197.1pp |
| Employer contribution / active EE | $26,865 | $4,117+552.6% | $3,400+690.3% | $4,299+524.9% |
| Participant deferral / active EE | $18,325 | $5,585+228.1% | $4,692+290.6% | $6,507+181.6% |
| Admin fee / account holder | $114 | $14,318-99.2% | $11,386-99.0% | $12,624-99.1% |