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 | $441,785 | $201,272+119.5% | $184,203+139.8% | $145,922+202.8% |
| Participation rate | 94.1% | 87.5%+6.6pp | 86.8%+7.3pp | 80.3%+13.8pp |
| Annual return | 25.19% | 29.00%-3.8pp | 28.81%-3.6pp | 561.29%-536.1pp |
| Employer contribution / active EE | $18,163 | $7,022+158.7% | $6,427+182.6% | $4,660+289.8% |
| Participant deferral / active EE | $14,274 | $9,806+45.6% | $9,131+56.3% | $6,688+113.4% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |