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 | $281,683 | $214,378+31.4% | $200,582+40.4% | $142,382+97.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 32.33% | 46.41%-14.1pp | 42.33%-10.0pp | 217.08%-184.7pp |
| Employer contribution / active EE | $16,667 | $6,841+143.6% | $6,419+159.7% | $4,299+287.7% |
| Participant deferral / active EE | $19,033 | $9,865+92.9% | $9,331+104.0% | $6,507+192.5% |
| Admin fee / account holder | $63 | $17,692-99.6% | $16,305-99.6% | $12,624-99.5% |