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 | $352,112 | $202,318+74.0% | $172,739+103.8% | $152,861+130.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.57% | 1029.65%-1007.1pp | 802.84%-780.3pp | 345.32%-322.8pp |
| Employer contribution / active EE | $26,950 | $5,856+360.2% | $5,143+424.0% | $4,762+465.9% |
| Participant deferral / active EE | $50,000 | $5,948+740.6% | $5,198+862.0% | $5,850+754.7% |
| Admin fee / account holder | $237 | $17,109-98.6% | $13,954-98.3% | $11,596-98.0% |