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 | $426,330 | $163,101+161.4% | $136,749+211.8% | $142,382+199.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 23.46% | 27.54%-4.1pp | 24.33%-0.9pp | 217.08%-193.6pp |
| Employer contribution / active EE | $1,400 | $4,117-66.0% | $3,400-58.8% | $4,299-67.4% |
| Participant deferral / active EE | $30,996 | $5,585+455.0% | $4,692+560.6% | $6,507+376.3% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |