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 6-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 | $252,876 | $158,398+59.6% | $126,539+99.8% | $142,382+77.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.33% | 593.76%-574.4pp | 425.95%-406.6pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,970 | $4,650-36.1% | $3,674-19.2% | $4,299-30.9% |
| Participant deferral / active EE | $6,400 | $4,767+34.3% | $4,083+56.8% | $6,507-1.6% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |