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 7-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 | $712,169 | $532,464+33.7% | $589,148+20.9% | $532,464+33.7% |
| Participation rate | 100.0% | 89.6%+10.4pp | 78.9%+21.1pp | 89.6%+10.4pp |
| Annual return | 15.63% | 10.38%+5.3pp | 4.37%+11.3pp | 10.38%+5.3pp |
| Employer contribution / active EE | $19,809 | $19,351+2.4% | $34,823-43.1% | $19,351+2.4% |
| Participant deferral / active EE | $14,667 | $11,136+31.7% | $7,344+99.7% | $11,136+31.7% |
| Admin fee / account holder | $0 | $14,894-100.0% | $16,101-100.0% | $14,894-100.0% |