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 | $255,677 | $202,318+26.4% | $172,739+48.0% | $152,861+67.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.78% | 1029.65%-1009.9pp | 802.84%-783.1pp | 345.32%-325.5pp |
| Employer contribution / active EE | $2,821 | $5,856-51.8% | $5,143-45.2% | $4,762-40.8% |
| Participant deferral / active EE | $11,231 | $5,948+88.8% | $5,198+116.1% | $5,850+92.0% |
| Admin fee / account holder | $62 | $17,109-99.6% | $13,954-99.6% | $11,596-99.5% |