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 | $415,428 | $114,381+263.2% | $107,525+286.4% | $142,382+191.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.95% | 242.71%-224.8pp | 181.32%-163.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $19,475 | $4,015+385.1% | $3,754+418.8% | $4,299+353.0% |
| Participant deferral / active EE | $17,375 | $5,564+212.3% | $5,116+239.6% | $6,507+167.0% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |