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 | $256,164 | $99,020+158.7% | $86,590+195.8% | $147,584+73.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.28% | 1312.34%-1295.1pp | 964.84%-947.6pp | 578.55%-561.3pp |
| Employer contribution / active EE | $3,188 | $3,132+1.8% | $2,839+12.3% | $4,876-34.6% |
| Participant deferral / active EE | $5,200 | $3,972+30.9% | $3,609+44.1% | $5,439-4.4% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |