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 | $262,871 | $53,127+394.8% | $86,590+203.6% | $70,131+274.8% |
| Participation rate | 92.9% | 65.3%+27.5pp | 73.5%+19.3pp | 69.5%+23.3pp |
| Annual return | 18.36% | 27.66%-9.3pp | 964.84%-946.5pp | 73.14%-54.8pp |
| Employer contribution / active EE | $4,818 | $2,068+132.9% | $2,839+69.7% | $2,342+105.7% |
| Participant deferral / active EE | $6,319 | $2,696+134.4% | $3,609+75.1% | $3,332+89.7% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |