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 | $291,467 | $175,202+66.4% | $149,673+94.7% | $139,434+109.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.91% | 166.71%-142.8pp | 134.42%-110.5pp | 372.94%-349.0pp |
| Employer contribution / active EE | $1,646 | $5,474-69.9% | $4,818-65.8% | $4,751-65.4% |
| Participant deferral / active EE | $4,250 | $6,519-34.8% | $5,680-25.2% | $6,710-36.7% |
| Admin fee / account holder | $6 | $16,150-100.0% | $13,210-100.0% | $11,403-99.9% |