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 | $277,908 | $209,411+32.7% | $178,490+55.7% | $158,922+74.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.40% | 188.75%-171.4pp | 151.07%-133.7pp | 302.83%-285.4pp |
| Employer contribution / active EE | $12,098 | $5,706+112.0% | $5,011+141.4% | $4,761+154.1% |
| Participant deferral / active EE | $11,105 | $5,954+86.5% | $5,202+113.5% | $5,982+85.6% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |