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 | $297,379 | $159,602+86.3% | $150,045+98.2% | $142,382+108.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.13% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $19,937 | $4,961+301.9% | $4,693+324.8% | $4,299+363.7% |
| Participant deferral / active EE | $15,416 | $8,310+85.5% | $7,997+92.8% | $6,507+136.9% |
| Admin fee / account holder | $261 | $14,846-98.2% | $13,435-98.1% | $12,624-97.9% |