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 | $970,987 | $369,484+162.8% | $303,047+220.4% | $357,791+171.4% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 14.32% | 0.42%+13.9pp | 2.47%+11.8pp | 396.79%-382.5pp |
| Employer contribution / active EE | $21,057 | $9,025+133.3% | $7,418+183.9% | $7,508+180.5% |
| Participant deferral / active EE | $6,700 | $5,439+23.2% | $5,070+32.2% | $5,521+21.4% |
| Admin fee / account holder | $0 | $49,137-100.0% | $39,333-100.0% | $28,387-100.0% |