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 | $282,864 | $177,572+59.3% | $154,803+82.7% | $142,382+98.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.12% | 65.07%-44.9pp | 58.88%-38.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $17,500 | $4,810+263.8% | $4,305+306.5% | $4,299+307.1% |
| Participant deferral / active EE | $33,236 | $6,272+429.9% | $5,540+499.9% | $6,507+410.8% |
| Admin fee / account holder | $291 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |