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 7-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 | $483,370 | $197,591+144.6% | $177,821+171.8% | $158,922+204.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 34.43% | 58.76%-24.3pp | 48.32%-13.9pp | 302.83%-268.4pp |
| Employer contribution / active EE | $15,095 | $6,697+125.4% | $5,918+155.1% | $4,761+217.1% |
| Participant deferral / active EE | $9,052 | $8,405+7.7% | $7,714+17.3% | $5,982+51.3% |
| Admin fee / account holder | $88 | $15,399-99.4% | $12,427-99.3% | $11,246-99.2% |