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 6-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 | $267,445 | $201,272+32.9% | $184,203+45.2% | $145,922+83.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 33.40% | 29.00%+4.4pp | 28.81%+4.6pp | 561.29%-527.9pp |
| Employer contribution / active EE | $17,853 | $7,022+154.2% | $6,427+177.8% | $4,660+283.1% |
| Participant deferral / active EE | $24,137 | $9,806+146.1% | $9,131+164.3% | $6,688+260.9% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |