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 | $413,379 | $214,378+92.8% | $200,582+106.1% | $142,382+190.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.50% | 46.41%-29.9pp | 42.33%-25.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $9,098 | $6,841+33.0% | $6,419+41.7% | $4,299+111.6% |
| Participant deferral / active EE | $19,129 | $9,865+93.9% | $9,331+105.0% | $6,507+194.0% |
| Admin fee / account holder | $8 | $17,692-100.0% | $16,305-99.9% | $12,624-99.9% |