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 | $291,221 | $84,556+244.4% | $116,228+150.6% | $74,304+291.9% |
| Participation rate | 97.8% | 66.0%+31.8pp | 74.6%+23.3pp | 60.3%+37.5pp |
| Annual return | 33.32% | 18.35%+15.0pp | 90.06%-56.7pp | 29.43%+3.9pp |
| Employer contribution / active EE | $14,507 | $2,168+569.3% | $2,994+384.5% | $2,241+547.3% |
| Participant deferral / active EE | $0 | $3,814-100.0% | $4,953-100.0% | $3,767-100.0% |
| Admin fee / account holder | $32 | $3,792-99.2% | $11,989-99.7% | $2,969-98.9% |