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 | $328,309 | $159,901+105.3% | $146,958+123.4% | $145,922+125.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.38% | 98.13%-79.8pp | 418.34%-400.0pp | 561.29%-542.9pp |
| Employer contribution / active EE | $7,973 | $5,286+50.8% | $4,933+61.6% | $4,660+71.1% |
| Participant deferral / active EE | $3,929 | $8,428-53.4% | $8,070-51.3% | $6,688-41.3% |
| Admin fee / account holder | $219 | $15,044-98.5% | $12,998-98.3% | $13,397-98.4% |