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 3-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 | $348,939 | $177,572+96.5% | $154,803+125.4% | $142,382+145.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.43% | 65.07%-47.6pp | 58.88%-41.5pp | 217.08%-199.6pp |
| Employer contribution / active EE | $10,812 | $4,810+124.8% | $4,305+151.1% | $4,299+151.5% |
| Participant deferral / active EE | $20,667 | $6,272+229.5% | $5,540+273.0% | $6,507+217.6% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |