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 | $834,931 | $167,307+399.0% | $143,757+480.8% | $134,475+520.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.56% | 0.46%-4.0pp | -0.04%-3.5pp | 417.96%-421.5pp |
| Employer contribution / active EE | $5,651 | $5,619+0.6% | $4,951+14.1% | $4,740+19.2% |
| Participant deferral / active EE | $18,800 | $6,446+191.7% | $5,637+233.5% | $6,400+193.8% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |