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 | $424,921 | $106,515+298.9% | $96,683+339.5% | $139,434+204.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.36% | 38.43%-17.1pp | 35.69%-14.3pp | 372.94%-351.6pp |
| Employer contribution / active EE | $27,270 | $4,103+564.7% | $3,737+629.8% | $4,751+474.0% |
| Participant deferral / active EE | $22,500 | $5,454+312.5% | $4,878+361.2% | $6,710+235.3% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |