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 7-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 | $259,469 | $171,164+51.6% | $127,761+103.1% | $152,861+69.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 0.00% | 23.54%-23.5pp | 26.14%-26.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $8,257 | $5,447+51.6% | $4,574+80.5% | $4,762+73.4% |
| Participant deferral / active EE | $15,703 | $7,038+123.1% | $6,021+160.8% | $5,850+168.4% |
| Admin fee / account holder | $0 | $14,530-100.0% | $9,395-100.0% | $11,596-100.0% |