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 | $311,934 | $70,606+341.8% | $53,898+478.8% | $142,382+119.1% |
| Participation rate | 77.8% | 63.7%+14.1pp | 55.0%+22.8pp | 80.1%-2.3pp |
| Annual return | 14.67% | 619.81%-605.1pp | 528.60%-513.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,778 | $1,202+131.1% | $932+198.0% | $4,299-35.4% |
| Participant deferral / active EE | $9,257 | $2,364+291.6% | $1,826+406.9% | $6,507+42.3% |
| Admin fee / account holder | -$918 | $2,852-132.2% | $2,491-136.9% | $12,624-107.3% |