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 10-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 | $410,128 | $201,272+103.8% | $184,203+122.7% | $145,922+181.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 70.02% | 29.00%+41.0pp | 28.81%+41.2pp | 561.29%-491.3pp |
| Employer contribution / active EE | $1,782 | $7,022-74.6% | $6,427-72.3% | $4,660-61.8% |
| Participant deferral / active EE | $13,798 | $9,806+40.7% | $9,131+51.1% | $6,688+106.3% |
| Admin fee / account holder | $164 | $16,364-99.0% | $13,901-98.8% | $13,397-98.8% |