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 9-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 | $275,607 | $162,781+69.3% | $133,956+105.7% | $158,922+73.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.67% | 41.94%-22.3pp | 45.09%-25.4pp | 302.83%-283.2pp |
| Employer contribution / active EE | $21,056 | $4,975+323.2% | $3,919+437.3% | $4,761+342.2% |
| Participant deferral / active EE | $9,750 | $5,911+64.9% | $5,048+93.2% | $5,982+63.0% |
| Admin fee / account holder | $20 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |