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 10-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 | $399,195 | $112,096+256.1% | $95,952+316.0% | $158,922+151.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 37.41% | 171.09%-133.7pp | 91.61%-54.2pp | 302.83%-265.4pp |
| Employer contribution / active EE | $2,300 | $3,198-28.1% | $2,541-9.5% | $4,761-51.7% |
| Participant deferral / active EE | $26,000 | $4,784+443.5% | $4,167+524.0% | $5,982+334.6% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |