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 10-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 | $295,873 | $185,822+59.2% | $169,993+74.1% | $139,434+112.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.73% | 60.50%-42.8pp | 53.37%-35.6pp | 372.94%-355.2pp |
| Employer contribution / active EE | $13,012 | $7,590+71.4% | $6,785+91.8% | $4,751+173.9% |
| Participant deferral / active EE | $12,302 | $11,622+5.9% | $10,408+18.2% | $6,710+83.3% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |