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 | $289,096 | $177,572+62.8% | $154,803+86.8% | $142,382+103.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.58% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $7,812 | $4,810+62.4% | $4,305+81.5% | $4,299+81.7% |
| Participant deferral / active EE | $10,135 | $6,272+61.6% | $5,540+82.9% | $6,507+55.8% |
| Admin fee / account holder | $48 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |