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 | $271,221 | $172,478+57.2% | $145,661+86.2% | $142,382+90.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 18.18% | 151.09%-132.9pp | 101.46%-83.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $9,198 | $4,899+87.8% | $4,238+117.1% | $4,299+114.0% |
| Participant deferral / active EE | $13,961 | $8,348+67.2% | $7,198+93.9% | $6,507+114.5% |
| Admin fee / account holder | $100 | $16,864-99.4% | $12,466-99.2% | $12,624-99.2% |