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 | $839,499 | $158,398+430.0% | $126,539+563.4% | $142,382+489.6% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 22.95% | 593.76%-570.8pp | 425.95%-403.0pp | 217.08%-194.1pp |
| Employer contribution / active EE | $34,875 | $4,650+650.0% | $3,674+849.2% | $4,299+711.2% |
| Participant deferral / active EE | $25,125 | $4,767+427.1% | $4,083+515.4% | $6,507+286.1% |
| Admin fee / account holder | $20 | $6,918-99.7% | $6,065-99.7% | $12,624-99.8% |