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 5-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 | $387,795 | $106,584+263.8% | $101,326+282.7% | $142,382+172.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.64% | 36.93%-20.3pp | 36.82%-20.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $13,500 | $3,956+241.3% | $3,665+268.3% | $4,299+214.0% |
| Participant deferral / active EE | $16,100 | $8,297+94.0% | $7,994+101.4% | $6,507+147.4% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |