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 3-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 | $349,857 | $111,754+213.1% | $103,333+238.6% | $145,922+139.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.65% | 24.77%-8.1pp | 24.88%-8.2pp | 561.29%-544.6pp |
| Employer contribution / active EE | $4,501 | $4,212+6.8% | $3,868+16.4% | $4,660-3.4% |
| Participant deferral / active EE | $12,576 | $5,619+123.8% | $5,057+148.7% | $6,688+88.0% |
| Admin fee / account holder | $108 | $9,750-98.9% | $8,355-98.7% | $13,397-99.2% |