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 8-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 | $499,112 | $179,726+177.7% | $156,263+219.4% | $142,382+250.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.66% | 77.86%-61.2pp | 59.47%-42.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $13,370 | $5,069+163.8% | $4,333+208.6% | $4,299+211.0% |
| Participant deferral / active EE | $20,408 | $6,956+193.4% | $6,158+231.4% | $6,507+213.6% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |