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 | $414,853 | $159,602+159.9% | $150,045+176.5% | $142,382+191.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 28.55% | 70.24%-41.7pp | 62.55%-34.0pp | 217.08%-188.5pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $14,600 | $8,310+75.7% | $7,997+82.6% | $6,507+124.4% |
| Admin fee / account holder | $104 | $14,846-99.3% | $13,435-99.2% | $12,624-99.2% |