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 | $317,259 | $107,452+195.3% | $91,541+246.6% | $142,382+122.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.85% | 22.06%-9.2pp | 20.50%-7.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $54,333 | $2,994+1714.6% | $2,505+2069.4% | $4,299+1163.8% |
| Participant deferral / active EE | $18,167 | $4,754+282.1% | $4,008+353.3% | $6,507+179.2% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |