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 | $299,183 | $159,602+87.5% | $150,045+99.4% | $142,382+110.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.83% | 70.24%-47.4pp | 62.55%-39.7pp | 217.08%-194.2pp |
| Employer contribution / active EE | $15,250 | $4,961+207.4% | $4,693+224.9% | $4,299+254.7% |
| Participant deferral / active EE | $19,807 | $8,310+138.3% | $7,997+147.7% | $6,507+204.4% |
| Admin fee / account holder | $1 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |