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 | $254,623 | $209,411+21.6% | $178,490+42.7% | $158,922+60.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.72% | 188.75%-172.0pp | 151.07%-134.4pp | 302.83%-286.1pp |
| Employer contribution / active EE | $21,611 | $5,706+278.7% | $5,011+331.3% | $4,761+353.9% |
| Participant deferral / active EE | $9,750 | $5,954+63.7% | $5,202+87.4% | $5,982+63.0% |
| Admin fee / account holder | $39 | $17,074-99.8% | $13,984-99.7% | $11,246-99.7% |