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 | $255,348 | $81,625+212.8% | $58,482+336.6% | $139,434+83.1% |
| Participation rate | 85.7% | 61.3%+24.4pp | 50.9%+34.9pp | 80.3%+5.4pp |
| Annual return | 76.06% | 7404.20%-7328.1pp | 4239.32%-4163.3pp | 372.94%-296.9pp |
| Employer contribution / active EE | $1,811 | $1,398+29.5% | $1,053+71.9% | $4,751-61.9% |
| Participant deferral / active EE | $1,811 | $2,557-29.2% | $1,924-5.9% | $6,710-73.0% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |