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 | $258,691 | $198,466+30.3% | $170,442+51.8% | $147,584+75.3% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 15.45% | 257.29%-241.8pp | 205.93%-190.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $4,992 | $6,184-19.3% | $5,433-8.1% | $4,876+2.4% |
| Participant deferral / active EE | $13,013 | $5,629+131.2% | $4,939+163.4% | $5,439+139.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |