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 | $315,305 | $109,817+187.1% | $98,442+220.3% | $167,490+88.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.31% | 1956.69%-1941.4pp | 1492.73%-1477.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $25,826 | $3,224+701.1% | $2,960+772.6% | $4,837+433.9% |
| Participant deferral / active EE | $22,557 | $4,673+382.7% | $4,276+427.5% | $6,341+255.7% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |