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 8-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 | $272,588 | $124,185+119.5% | $108,410+151.4% | $167,490+62.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 37.58% | 1379.64%-1342.1pp | 905.27%-867.7pp | 478.56%-441.0pp |
| Employer contribution / active EE | $767 | $4,187-81.7% | $3,558-78.4% | $4,837-84.1% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,341-100.0% |
| Admin fee / account holder | $120 | $9,455-98.7% | $7,295-98.4% | $12,309-99.0% |