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 9-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 | $263,250 | $201,272+30.8% | $184,203+42.9% | $145,922+80.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.52% | 29.00%-10.5pp | 28.81%-10.3pp | 561.29%-542.8pp |
| Employer contribution / active EE | $13,423 | $7,022+91.2% | $6,427+108.8% | $4,660+188.1% |
| Participant deferral / active EE | $17,056 | $9,806+73.9% | $9,131+86.8% | $6,688+155.0% |
| Admin fee / account holder | $263 | $16,364-98.4% | $13,901-98.1% | $13,397-98.0% |