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 6-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 | $275,597 | $117,983+133.6% | $101,794+170.7% | $142,382+93.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 24.55% | 36.92%-12.4pp | 30.53%-6.0pp | 217.08%-192.5pp |
| Employer contribution / active EE | $37,482 | $2,773+1251.8% | $2,289+1537.5% | $4,299+771.8% |
| Participant deferral / active EE | $18,300 | $4,714+288.2% | $4,084+348.1% | $6,507+181.2% |
| Admin fee / account holder | $282 | $10,433-97.3% | $8,777-96.8% | $12,624-97.8% |