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 | $337,473 | $198,466+70.0% | $170,442+98.0% | $147,584+128.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.23% | 257.29%-240.1pp | 205.93%-188.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $6,674 | $6,184+7.9% | $5,433+22.8% | $4,876+36.9% |
| Participant deferral / active EE | $8,251 | $5,629+46.6% | $4,939+67.0% | $5,439+51.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |