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 | $419,592 | $99,877+320.1% | $84,966+393.8% | $145,922+187.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.86% | 83.76%-68.9pp | 66.38%-51.5pp | 561.29%-546.4pp |
| Employer contribution / active EE | $27,480 | $3,231+750.4% | $2,727+907.7% | $4,660+489.7% |
| Participant deferral / active EE | $19,054 | $5,291+260.2% | $4,519+321.6% | $6,688+184.9% |
| Admin fee / account holder | $20 | $7,248-99.7% | $6,149-99.7% | $13,397-99.9% |