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 5-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 | $427,679 | $214,378+99.5% | $200,582+113.2% | $142,382+200.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 130.61% | 46.41%+84.2pp | 42.33%+88.3pp | 217.08%-86.5pp |
| Employer contribution / active EE | $3,983 | $6,841-41.8% | $6,419-38.0% | $4,299-7.4% |
| Participant deferral / active EE | $16,221 | $9,865+64.4% | $9,331+73.8% | $6,507+149.3% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |