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 | $251,562 | $185,200+35.8% | $142,863+76.1% | $167,490+50.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 12.14% | 8555.70%-8543.6pp | 5637.54%-5625.4pp | 478.56%-466.4pp |
| Employer contribution / active EE | $24,314 | $5,604+333.8% | $4,144+486.8% | $4,837+402.6% |
| Participant deferral / active EE | $26,000 | $4,494+478.5% | $3,837+577.6% | $6,341+310.0% |
| Admin fee / account holder | $70 | $8,031-99.1% | $6,560-98.9% | $12,309-99.4% |