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 9-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 | $330,485 | $181,894+81.7% | $156,549+111.1% | $273,961+20.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.42% | 30.74%-26.3pp | 32.23%-27.8pp | 41.45%-37.0pp |
| Employer contribution / active EE | $13,203 | $6,248+111.3% | $5,501+140.0% | $4,869+171.2% |
| Participant deferral / active EE | $29,046 | $5,550+423.4% | $4,871+496.3% | $5,287+449.4% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |