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 | $392,250 | $201,272+94.9% | $184,203+112.9% | $145,922+168.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.43% | 29.00%-14.6pp | 28.81%-14.4pp | 561.29%-546.9pp |
| Employer contribution / active EE | $20,000 | $7,022+184.8% | $6,427+211.2% | $4,660+329.2% |
| Participant deferral / active EE | $19,917 | $9,806+103.1% | $9,131+118.1% | $6,688+197.8% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |