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 | $297,787 | $185,822+60.3% | $169,993+75.2% | $139,434+113.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.69% | 60.50%-34.8pp | 53.37%-27.7pp | 372.94%-347.3pp |
| Employer contribution / active EE | $17,688 | $7,590+133.0% | $6,785+160.7% | $4,751+272.3% |
| Participant deferral / active EE | $18,267 | $11,622+57.2% | $10,408+75.5% | $6,710+172.2% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |