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 4-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 | $390,957 | $201,272+94.2% | $184,203+112.2% | $145,922+167.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 31.89% | 29.00%+2.9pp | 28.81%+3.1pp | 561.29%-529.4pp |
| Employer contribution / active EE | $29,077 | $7,022+314.1% | $6,427+352.4% | $4,660+524.0% |
| Participant deferral / active EE | $12,150 | $9,806+23.9% | $9,131+33.1% | $6,688+81.7% |
| Admin fee / account holder | $272 | $16,364-98.3% | $13,901-98.0% | $13,397-98.0% |