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 | $263,782 | $183,963+43.4% | $162,163+62.7% | $152,861+72.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.45% | 150.76%-127.3pp | 115.59%-92.1pp | 345.32%-321.9pp |
| Employer contribution / active EE | $14,730 | $6,371+131.2% | $5,614+162.4% | $4,762+209.3% |
| Participant deferral / active EE | $17,176 | $8,034+113.8% | $7,298+135.3% | $5,850+193.6% |
| Admin fee / account holder | $102 | $13,121-99.2% | $10,843-99.1% | $11,596-99.1% |