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 4-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 | $558,156 | $183,519+204.1% | $155,509+258.9% | $145,922+282.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.85% | 61.17%-34.3pp | 64.67%-37.8pp | 561.29%-534.4pp |
| Employer contribution / active EE | $6,000 | $5,313+12.9% | $4,672+28.4% | $4,660+28.8% |
| Participant deferral / active EE | $27,980 | $6,462+333.0% | $5,626+397.3% | $6,688+318.4% |
| Admin fee / account holder | $91 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |