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 | $312,331 | $152,587+104.7% | $125,175+149.5% | $152,861+104.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.39% | 54.84%-39.4pp | 43.79%-28.4pp | 345.32%-329.9pp |
| Employer contribution / active EE | $1,927 | $4,946-61.0% | $3,865-50.1% | $4,762-59.5% |
| Participant deferral / active EE | $18,291 | $5,868+211.7% | $4,937+270.5% | $5,850+212.7% |
| Admin fee / account holder | $17 | $13,434-99.9% | $9,702-99.8% | $11,596-99.9% |