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 | $339,015 | $117,381+188.8% | $99,443+240.9% | $152,861+121.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 22.88% | 31.87%-9.0pp | 30.72%-7.8pp | 345.32%-322.4pp |
| Employer contribution / active EE | $13,002 | $3,013+331.6% | $2,540+411.9% | $4,762+173.0% |
| Participant deferral / active EE | $6,737 | $4,086+64.9% | $3,619+86.2% | $5,850+15.2% |
| Admin fee / account holder | $145 | $7,631-98.1% | $6,250-97.7% | $11,596-98.8% |