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 8-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 | $480,349 | $109,327+339.4% | $89,391+437.4% | $158,922+202.3% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 16.09% | 345.68%-329.6pp | 245.62%-229.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $12,227 | $3,170+285.8% | $2,586+372.9% | $4,761+156.8% |
| Participant deferral / active EE | $16,250 | $4,598+253.4% | $3,890+317.7% | $5,982+171.6% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |