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 9-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 | $397,781 | $152,587+160.7% | $125,175+217.8% | $152,861+160.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.95% | 54.84%-32.9pp | 43.79%-21.8pp | 345.32%-323.4pp |
| Employer contribution / active EE | $16,800 | $4,946+239.6% | $3,865+334.6% | $4,762+252.8% |
| Participant deferral / active EE | $22,000 | $5,868+274.9% | $4,937+345.6% | $5,850+276.1% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |