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 8-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 | $371,936 | $60,022+519.7% | $88,946+318.2% | $84,808+338.6% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 20.42% | 22.43%-2.0pp | 57.82%-37.4pp | 40.90%-20.5pp |
| Employer contribution / active EE | $21,600 | $1,703+1168.5% | $2,555+745.4% | $2,631+721.0% |
| Participant deferral / active EE | $16,278 | $3,114+422.8% | $4,581+255.3% | $4,212+286.5% |
| Admin fee / account holder | $11 | $4,811-99.8% | $8,261-99.9% | $7,344-99.8% |