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 | $435,883 | $111,754+290.0% | $103,333+321.8% | $145,922+198.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.91% | 24.77%-8.9pp | 24.88%-9.0pp | 561.29%-545.4pp |
| Employer contribution / active EE | $17,012 | $4,212+303.8% | $3,868+339.8% | $4,660+265.1% |
| Participant deferral / active EE | $13,674 | $5,619+143.4% | $5,057+170.4% | $6,688+104.5% |
| Admin fee / account holder | $11 | $9,750-99.9% | $8,355-99.9% | $13,397-99.9% |