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 | $518,383 | $171,865+201.6% | $149,718+246.2% | $147,584+251.2% |
| Participation rate | 72.2% | 88.2%-16.0pp | 87.1%-14.8pp | 82.8%-10.6pp |
| Annual return | 18.91% | 2113.22%-2094.3pp | 1501.63%-1482.7pp | 578.55%-559.6pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,842 | $7,271+49.1% | $6,569+65.1% | $5,439+99.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |