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 9-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 | $254,307 | $177,572+43.2% | $154,803+64.3% | $142,382+78.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.77% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $15,586 | $4,810+224.0% | $4,305+262.0% | $4,299+262.5% |
| Participant deferral / active EE | $10,803 | $6,272+72.3% | $5,540+95.0% | $6,507+66.0% |
| Admin fee / account holder | $254 | $16,786-98.5% | $14,329-98.2% | $12,624-98.0% |