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 | $356,321 | $210,648+69.2% | $177,989+100.2% | $145,922+144.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.35% | 385.86%-366.5pp | 294.48%-275.1pp | 561.29%-541.9pp |
| Employer contribution / active EE | $3,677 | $4,565-19.5% | $3,949-6.9% | $4,660-21.1% |
| Participant deferral / active EE | $20,733 | $6,958+198.0% | $6,276+230.4% | $6,688+210.0% |
| Admin fee / account holder | $51 | $12,013-99.6% | $10,363-99.5% | $13,397-99.6% |