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 | $484,466 | $214,378+126.0% | $200,582+141.5% | $142,382+240.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.58% | 46.41%-30.8pp | 42.33%-26.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $11,379 | $6,841+66.3% | $6,419+77.3% | $4,299+164.7% |
| Participant deferral / active EE | $14,550 | $9,865+47.5% | $9,331+55.9% | $6,507+123.6% |
| Admin fee / account holder | $211 | $17,692-98.8% | $16,305-98.7% | $12,624-98.3% |