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 | $329,578 | $159,901+106.1% | $146,958+124.3% | $145,922+125.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 21.66% | 98.13%-76.5pp | 418.34%-396.7pp | 561.29%-539.6pp |
| Employer contribution / active EE | $4,656 | $5,286-11.9% | $4,933-5.6% | $4,660-0.1% |
| Participant deferral / active EE | $14,460 | $8,428+71.6% | $8,070+79.2% | $6,688+116.2% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |