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 8-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 | $728,360 | $181,894+300.4% | $156,549+365.3% | $273,961+165.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.41% | 30.74%-26.3pp | 32.23%-27.8pp | 41.45%-37.0pp |
| Employer contribution / active EE | $10,650 | $6,248+70.5% | $5,501+93.6% | $4,869+118.7% |
| Participant deferral / active EE | $24,000 | $5,550+332.4% | $4,871+392.7% | $5,287+353.9% |
| Admin fee / account holder | $9 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |