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 | $370,038 | $197,591+87.3% | $177,821+108.1% | $158,922+132.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.98% | 58.76%-41.8pp | 48.32%-31.3pp | 302.83%-285.8pp |
| Employer contribution / active EE | $4,802 | $6,697-28.3% | $5,918-18.9% | $4,761+0.9% |
| Participant deferral / active EE | $11,347 | $8,405+35.0% | $7,714+47.1% | $5,982+89.7% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |