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 | $436,882 | $171,164+155.2% | $127,761+242.0% | $152,861+185.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 19.27% | 23.54%-4.3pp | 26.14%-6.9pp | 345.32%-326.0pp |
| Employer contribution / active EE | $15,313 | $5,447+181.1% | $4,574+234.8% | $4,762+221.5% |
| Participant deferral / active EE | $0 | $7,038-100.0% | $6,021-100.0% | $5,850-100.0% |
| Admin fee / account holder | $7 | $14,530-100.0% | $9,395-99.9% | $11,596-99.9% |