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 | $324,186 | $183,963+76.2% | $162,163+99.9% | $152,861+112.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.27% | 150.76%-126.5pp | 115.59%-91.3pp | 345.32%-321.0pp |
| Employer contribution / active EE | $5,519 | $6,371-13.4% | $5,614-1.7% | $4,762+15.9% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $175 | $13,121-98.7% | $10,843-98.4% | $11,596-98.5% |