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 3-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 | $342,877 | $159,901+114.4% | $146,958+133.3% | $145,922+135.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.27% | 98.13%-87.9pp | 418.34%-408.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $4,021 | $5,286-23.9% | $4,933-18.5% | $4,660-13.7% |
| Participant deferral / active EE | $25,461 | $8,428+202.1% | $8,070+215.5% | $6,688+280.7% |
| Admin fee / account holder | $256 | $15,044-98.3% | $12,998-98.0% | $13,397-98.1% |