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 7-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 | $581,586 | $185,822+213.0% | $169,993+242.1% | $139,434+317.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.04% | 60.50%-37.5pp | 53.37%-30.3pp | 372.94%-349.9pp |
| Employer contribution / active EE | $17,544 | $7,590+131.1% | $6,785+158.6% | $4,751+269.3% |
| Participant deferral / active EE | $14,504 | $11,622+24.8% | $10,408+39.4% | $6,710+116.1% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |