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 | $280,697 | $209,411+34.0% | $178,490+57.3% | $158,922+76.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.28% | 188.75%-181.5pp | 151.07%-143.8pp | 302.83%-295.5pp |
| Employer contribution / active EE | $41,650 | $5,706+629.9% | $5,011+731.2% | $4,761+774.8% |
| Participant deferral / active EE | $2,858 | $5,954-52.0% | $5,202-45.0% | $5,982-52.2% |
| Admin fee / account holder | $4 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |