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 | $372,886 | $183,963+102.7% | $162,163+129.9% | $152,861+143.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.21% | 150.76%-125.6pp | 115.59%-90.4pp | 345.32%-320.1pp |
| Employer contribution / active EE | $20,000 | $6,371+213.9% | $5,614+256.3% | $4,762+320.0% |
| Participant deferral / active EE | $20,000 | $8,034+148.9% | $7,298+174.0% | $5,850+241.9% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |