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 | $380,310 | $176,056+116.0% | $159,436+138.5% | $167,490+127.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 45.57% | 331.75%-286.2pp | 263.57%-218.0pp | 478.56%-433.0pp |
| Employer contribution / active EE | $7,978 | $5,297+50.6% | $4,829+65.2% | $4,837+64.9% |
| Participant deferral / active EE | $12,597 | $7,750+62.5% | $7,352+71.3% | $6,341+98.6% |
| Admin fee / account holder | $60 | $12,554-99.5% | $10,799-99.4% | $12,309-99.5% |