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 | $274,771 | $49,173+458.8% | $121,098+126.9% | $75,163+265.6% |
| Participation rate | 86.7% | 55.4%+31.3pp | 69.5%+17.2pp | 67.2%+19.5pp |
| Annual return | 14.56% | 55.99%-41.4pp | 985.75%-971.2pp | 160.62%-146.1pp |
| Employer contribution / active EE | $3,615 | $1,546+133.9% | $4,164-13.2% | $2,670+35.4% |
| Participant deferral / active EE | $7,847 | $2,628+198.6% | $4,080+92.3% | $4,125+90.2% |
| Admin fee / account holder | $0 | $3,942-100.0% | $5,644-100.0% | $5,651-100.0% |