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 | $403,329 | $214,378+88.1% | $200,582+101.1% | $142,382+183.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.48% | 46.41%-22.9pp | 42.33%-18.9pp | 217.08%-193.6pp |
| Employer contribution / active EE | $6,082 | $6,841-11.1% | $6,419-5.3% | $4,299+41.5% |
| Participant deferral / active EE | $14,320 | $9,865+45.2% | $9,331+53.5% | $6,507+120.1% |
| Admin fee / account holder | $190 | $17,692-98.9% | $16,305-98.8% | $12,624-98.5% |